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 | $19,553 | $118,450-83.5% | $98,439-80.1% | $139,434-86.0% |
| Participation rate | 95.5% | 77.4%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 15.89% | 18.94%-3.0pp | 21.16%-5.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $254 | $3,609-93.0% | $3,048-91.7% | $4,751-94.6% |
| Participant deferral / active EE | $613 | $5,392-88.6% | $4,738-87.1% | $6,710-90.9% |
| Admin fee / account holder | $40 | $14,026-99.7% | $8,948-99.6% | $11,403-99.6% |