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 | $106,135 | $197,591-46.3% | $177,821-40.3% | $158,922-33.2% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 17.25% | 58.76%-41.5pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $422 | $6,697-93.7% | $5,918-92.9% | $4,761-91.1% |
| Participant deferral / active EE | $2,983 | $8,405-64.5% | $7,714-61.3% | $5,982-50.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |