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 | $127,085 | $127,386-0.2% | $115,037+10.5% | $125,391+1.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.89% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $230 | $5,166-95.5% | $4,608-95.0% | $4,866-95.3% |
| Participant deferral / active EE | $1,587 | $6,423-75.3% | $6,026-73.7% | $5,352-70.3% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |