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 | $50,049 | $140,588-64.4% | $123,104-59.3% | $125,391-60.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 42.76% | 16.80%+26.0pp | 13.22%+29.5pp | 282.22%-239.5pp |
| Employer contribution / active EE | $326 | $6,041-94.6% | $5,151-93.7% | $4,866-93.3% |
| Participant deferral / active EE | $1,252 | $6,980-82.1% | $6,230-79.9% | $5,352-76.6% |
| Admin fee / account holder | $187 | $11,198-98.3% | $9,015-97.9% | $9,540-98.0% |