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 | $75,629 | $183,963-58.9% | $162,163-53.4% | $152,861-50.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 37.96% | 150.76%-112.8pp | 115.59%-77.6pp | 345.32%-307.4pp |
| Employer contribution / active EE | $1,067 | $6,371-83.2% | $5,614-81.0% | $4,762-77.6% |
| Participant deferral / active EE | $1,445 | $8,034-82.0% | $7,298-80.2% | $5,850-75.3% |
| Admin fee / account holder | $101 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |