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 | $33,594 | $198,466-83.1% | $170,442-80.3% | $147,584-77.2% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 16.96% | 257.29%-240.3pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $667 | $6,184-89.2% | $5,433-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $1,078 | $5,629-80.8% | $4,939-78.2% | $5,439-80.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |