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 | $14,374 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $178 | $4,810-96.3% | $4,305-95.9% | $4,299-95.9% |
| Participant deferral / active EE | $939 | $6,272-85.0% | $5,540-83.1% | $6,507-85.6% |
| Admin fee / account holder | $240 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |