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 | $17,996 | $148,534-87.9% | $135,903-86.8% | $139,434-87.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.29% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $250 | $5,243-95.2% | $4,856-94.9% | $4,751-94.7% |
| Participant deferral / active EE | $999 | $8,100-87.7% | $7,758-87.1% | $6,710-85.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |