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 | $61,896 | $153,772-59.7% | $133,980-53.8% | $273,961-77.4% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 6.53% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,011 | $6,029-83.2% | $5,211-80.6% | $4,869-79.2% |
| Participant deferral / active EE | $2,281 | $6,958-67.2% | $6,282-63.7% | $5,287-56.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |