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 5-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 | $94,657 | $165,335-42.7% | $149,696-36.8% | $158,922-40.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.91% | 348.15%-306.2pp | 276.60%-234.7pp | 302.83%-260.9pp |
| Employer contribution / active EE | $365 | $5,103-92.9% | $4,644-92.2% | $4,761-92.3% |
| Participant deferral / active EE | $456 | $7,181-93.7% | $6,842-93.3% | $5,982-92.4% |
| Admin fee / account holder | $106 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |