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 | $36,511 | $181,894-79.9% | $156,549-76.7% | $273,961-86.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.01% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $731 | $6,248-88.3% | $5,501-86.7% | $4,869-85.0% |
| Participant deferral / active EE | $1,739 | $5,550-68.7% | $4,871-64.3% | $5,287-67.1% |
| Admin fee / account holder | $105 | $15,559-99.3% | $13,027-99.2% | $10,132-99.0% |