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 | $187,032 | $177,572+5.3% | $154,803+20.8% | $142,382+31.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.55% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $533 | $4,810-88.9% | $4,305-87.6% | $4,299-87.6% |
| Participant deferral / active EE | $638 | $6,272-89.8% | $5,540-88.5% | $6,507-90.2% |
| Admin fee / account holder | $196 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |