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 6-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 | $17,920 | $183,519-90.2% | $155,509-88.5% | $145,922-87.7% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 15.19% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $536 | $5,313-89.9% | $4,672-88.5% | $4,660-88.5% |
| Participant deferral / active EE | $586 | $6,462-90.9% | $5,626-89.6% | $6,688-91.2% |
| Admin fee / account holder | $6 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |