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 9-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 | $53,434 | $124,281-57.0% | $109,143-51.0% | $167,490-68.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.46% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $479 | $4,207-88.6% | $3,722-87.1% | $4,837-90.1% |
| Participant deferral / active EE | $838 | $5,255-84.0% | $4,653-82.0% | $6,341-86.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |