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 4-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 | $55,018 | $214,378-74.3% | $200,582-72.6% | $142,382-61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.79% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,098 | $6,841-83.9% | $6,419-82.9% | $4,299-74.5% |
| Participant deferral / active EE | $1,320 | $9,865-86.6% | $9,331-85.9% | $6,507-79.7% |
| Admin fee / account holder | $248 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |