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 | $40,485 | $117,841-65.6% | $102,423-60.5% | $145,922-72.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.04% | 31.65%-10.6pp | 29.32%-8.3pp | 561.29%-540.2pp |
| Employer contribution / active EE | $440 | $3,615-87.8% | $3,023-85.5% | $4,660-90.6% |
| Participant deferral / active EE | $961 | $5,731-83.2% | $5,053-81.0% | $6,688-85.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |