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 | $76,185 | $202,318-62.3% | $172,739-55.9% | $152,861-50.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.05% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,166 | $5,856-80.1% | $5,143-77.3% | $4,762-75.5% |
| Participant deferral / active EE | $1,567 | $5,948-73.7% | $5,198-69.9% | $5,850-73.2% |
| Admin fee / account holder | $84 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |