See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,717 | $85,202-69.8% | $172,739-85.1% | $72,985-64.8% |
| Participation rate | 75.5% | 70.1%+5.4pp | 82.6%-7.2pp | 69.5%+6.0pp |
| Annual return | 21.05% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $271 | $3,324-91.8% | $5,143-94.7% | $2,440-88.9% |
| Participant deferral / active EE | $396 | $3,260-87.9% | $5,198-92.4% | $3,607-89.0% |
| Admin fee / account holder | $56 | $5,884-99.1% | $13,954-99.6% | $5,124-98.9% |