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 | $128,091 | $227,553-43.7% | $189,557-32.4% | $167,490-23.5% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.4%-8.4pp | 82.1%-12.1pp |
| Annual return | 16.81% | 78.40%-61.6pp | 64.17%-47.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $304 | $5,316-94.3% | $4,412-93.1% | $4,837-93.7% |
| Participant deferral / active EE | $1,315 | $7,002-81.2% | $6,174-78.7% | $6,341-79.3% |
| Admin fee / account holder | $109 | $11,878-99.1% | $9,807-98.9% | $12,309-99.1% |