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 | $22,584 | $157,256-85.6% | $141,162-84.0% | $152,861-85.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 18.49% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $822 | $5,261-84.4% | $4,735-82.6% | $4,762-82.7% |
| Participant deferral / active EE | $1,020 | $7,109-85.7% | $6,709-84.8% | $5,850-82.6% |
| Admin fee / account holder | $62 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |