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 | $222,355 | $118,680+87.4% | $98,907+124.8% | $158,922+39.9% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 29.50% | 372.35%-342.8pp | 196.43%-166.9pp | 302.83%-273.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $747 | $5,088-85.3% | $4,244-82.4% | $5,982-87.5% |
| Admin fee / account holder | $184 | $10,131-98.2% | $6,642-97.2% | $11,246-98.4% |