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 | $186,679 | $176,812+5.6% | $146,665+27.3% | $167,490+11.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.15% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $836 | $5,160-83.8% | $4,136-79.8% | $4,837-82.7% |
| Participant deferral / active EE | $836 | $6,440-87.0% | $5,506-84.8% | $6,341-86.8% |
| Admin fee / account holder | $45 | $13,259-99.7% | $10,280-99.6% | $12,309-99.6% |