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 | $38,322 | $99,985-61.7% | $146,665-73.9% | $85,850-55.4% |
| Participation rate | 80.8% | 73.1%+7.7pp | 80.1%+0.7pp | 69.3%+11.5pp |
| Annual return | 16.15% | 18.93%-2.8pp | 22.74%-6.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $870 | $4,006-78.3% | $5,506-84.2% | $3,952-78.0% |
| Admin fee / account holder | $236 | $7,702-96.9% | $10,280-97.7% | $6,260-96.2% |