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 3-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 | $49,541 | $114,381-56.7% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 16.86% | 242.71%-225.8pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $755 | $4,015-81.2% | $3,754-79.9% | $4,299-82.4% |
| Participant deferral / active EE | $897 | $5,564-83.9% | $5,116-82.5% | $6,507-86.2% |
| Admin fee / account holder | $94 | $9,860-99.0% | $8,919-98.9% | $12,624-99.3% |