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 | $26,913 | $127,777-78.9% | $106,548-74.7% | $167,490-83.9% |
| Participation rate | 72.7% | 78.3%-5.5pp | 76.1%-3.4pp | 82.1%-9.4pp |
| Annual return | 17.76% | 33.87%-16.1pp | 26.80%-9.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $285 | $11,228-97.5% | $7,407-96.2% | $12,309-97.7% |