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 | $38,747 | $112,096-65.4% | $95,952-59.6% | $158,922-75.6% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 21.13% | 171.09%-150.0pp | 91.61%-70.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $177 | $3,198-94.5% | $2,541-93.0% | $4,761-96.3% |
| Participant deferral / active EE | $1,276 | $4,784-73.3% | $4,167-69.4% | $5,982-78.7% |
| Admin fee / account holder | $28 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |