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 | $56,731 | $176,812-67.9% | $146,665-61.3% | $167,490-66.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.56% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $349 | $5,160-93.2% | $4,136-91.6% | $4,837-92.8% |
| Participant deferral / active EE | $1,500 | $6,440-76.7% | $5,506-72.8% | $6,341-76.3% |
| Admin fee / account holder | $233 | $13,259-98.2% | $10,280-97.7% | $12,309-98.1% |