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 9-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 | $32,139 | $112,096-71.3% | $95,952-66.5% | $158,922-79.8% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 10.27% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $194 | $3,198-93.9% | $2,541-92.4% | $4,761-95.9% |
| Participant deferral / active EE | $914 | $4,784-80.9% | $4,167-78.1% | $5,982-84.7% |
| Admin fee / account holder | $178 | $10,130-98.2% | $6,795-97.4% | $11,246-98.4% |