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 9-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 | $14,468 | $114,381-87.4% | $107,525-86.5% | $142,382-89.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $326 | $4,015-91.9% | $3,754-91.3% | $4,299-92.4% |
| Participant deferral / active EE | $326 | $5,564-94.1% | $5,116-93.6% | $6,507-95.0% |
| Admin fee / account holder | $171 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |