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 | $12,308 | $43,327-71.6% | $59,878-79.4% | $64,186-80.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 11.27% | -1.55%+12.8pp | 3.46%+7.8pp | 7.63%+3.6pp |
| Employer contribution / active EE | $271 | $2,028-86.6% | $2,722-90.0% | $2,381-88.6% |
| Participant deferral / active EE | $585 | $2,546-77.0% | $3,402-82.8% | $3,470-83.1% |
| Admin fee / account holder | $36 | $3,005-98.8% | $3,590-99.0% | $4,888-99.3% |