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 | $54,581 | $171,865-68.2% | $149,718-63.5% | $147,584-63.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 16.35% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $842 | $6,275-86.6% | $5,445-84.5% | $4,876-82.7% |
| Participant deferral / active EE | $1,740 | $7,271-76.1% | $6,569-73.5% | $5,439-68.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |