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 | $40,541 | $116,175-65.1% | $93,606-56.7% | $152,861-73.5% |
| Participation rate | 78.6% | 78.0%+0.5pp | 75.8%+2.7pp | 82.4%-3.9pp |
| Annual return | 10.48% | 35.96%-25.5pp | 32.76%-22.3pp | 345.32%-334.8pp |
| Employer contribution / active EE | $139 | $3,218-95.7% | $2,718-94.9% | $4,762-97.1% |
| Participant deferral / active EE | $556 | $4,603-87.9% | $4,069-86.3% | $5,850-90.5% |
| Admin fee / account holder | $136 | $10,748-98.7% | $7,888-98.3% | $11,596-98.8% |