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 | $105,268 | $110,257-4.5% | $96,544+9.0% | $139,434-24.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 12.68% | 26.32%-13.6pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $526 | $3,620-85.5% | $2,965-82.3% | $4,751-88.9% |
| Participant deferral / active EE | $530 | $5,548-90.4% | $4,851-89.1% | $6,710-92.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |