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 | $158,234 | $114,381+38.3% | $107,525+47.2% | $142,382+11.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.74% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | -$121 | $4,015-103.0% | $3,754-103.2% | $4,299-102.8% |
| Participant deferral / active EE | $992 | $5,564-82.2% | $5,116-80.6% | $6,507-84.8% |
| Admin fee / account holder | $4 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |