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 10-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 | $66,780 | $209,411-68.1% | $178,490-62.6% | $158,922-58.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 7.02% | 188.75%-181.7pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $892 | $5,706-84.4% | $5,011-82.2% | $4,761-81.3% |
| Participant deferral / active EE | $1,544 | $5,954-74.1% | $5,202-70.3% | $5,982-74.2% |
| Admin fee / account holder | $24 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |