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 | $53,005 | $183,963-71.2% | $162,163-67.3% | $152,861-65.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 24.10% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,318 | $6,371-79.3% | $5,614-76.5% | $4,762-72.3% |
| Participant deferral / active EE | $1,839 | $8,034-77.1% | $7,298-74.8% | $5,850-68.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |