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 9-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 | $93,797 | $201,272-53.4% | $184,203-49.1% | $145,922-35.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.52% | 29.00%-5.5pp | 28.81%-5.3pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,091 | $7,022-84.5% | $6,427-83.0% | $4,660-76.6% |
| Participant deferral / active EE | $2,727 | $9,806-72.2% | $9,131-70.1% | $6,688-59.2% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |