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 4-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 | $16,913 | $97,744-82.7% | $103,476-83.7% | $145,922-88.4% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.1pp |
| Annual return | 36.13% | 25.41%+10.7pp | 23.90%+12.2pp | 561.29%-525.2pp |
| Employer contribution / active EE | $1,099 | $4,677-76.5% | $4,672-76.5% | $4,660-76.4% |
| Participant deferral / active EE | $1,367 | $6,603-79.3% | $6,623-79.4% | $6,688-79.6% |
| Admin fee / account holder | $225 | $12,515-98.2% | $9,413-97.6% | $13,397-98.3% |