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 | $88,084 | $138,065-36.2% | $123,544-28.7% | $135,375-34.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 5.23% | 153.68%-148.5pp | 119.20%-114.0pp | 519.73%-514.5pp |
| Employer contribution / active EE | $53 | $5,151-99.0% | $4,628-98.9% | $4,779-98.9% |
| Participant deferral / active EE | $76 | $6,799-98.9% | $6,426-98.8% | $5,609-98.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |