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 | $53,760 | $198,466-72.9% | $170,442-68.5% | $147,584-63.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.09% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,166 | $6,184-81.1% | $5,433-78.5% | $4,876-76.1% |
| Participant deferral / active EE | $555 | $5,629-90.1% | $4,939-88.8% | $5,439-89.8% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |