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 | $26,807 | $165,335-83.8% | $149,696-82.1% | $158,922-83.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.80% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $535 | $5,103-89.5% | $4,644-88.5% | $4,761-88.8% |
| Participant deferral / active EE | $663 | $7,181-90.8% | $6,842-90.3% | $5,982-88.9% |
| Admin fee / account holder | $200 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |