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 | $47,869 | $217,402-78.0% | $185,823-74.2% | $167,490-71.4% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 12.35% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $379 | $5,873-93.5% | $5,167-92.7% | $4,837-92.2% |
| Participant deferral / active EE | $1,827 | $6,356-71.3% | $5,568-67.2% | $6,341-71.2% |
| Admin fee / account holder | $84 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |