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 | $39,428 | $209,832-81.2% | $189,513-79.2% | $167,490-76.5% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 13.85% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $814 | $6,914-88.2% | $6,162-86.8% | $4,837-83.2% |
| Participant deferral / active EE | $2,036 | $8,935-77.2% | $8,221-75.2% | $6,341-67.9% |
| Admin fee / account holder | $40 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |