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 | $28,197 | $74,927-62.4% | $101,794-72.3% | $84,808-66.8% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 13.38% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $767 | $3,099-75.3% | $4,084-81.2% | $4,212-81.8% |
| Admin fee / account holder | $236 | $6,514-96.4% | $8,777-97.3% | $7,344-96.8% |