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 | $29,864 | $177,572-83.2% | $154,803-80.7% | $142,382-79.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $137 | $4,810-97.2% | $4,305-96.8% | $4,299-96.8% |
| Participant deferral / active EE | $234 | $6,272-96.3% | $5,540-95.8% | $6,507-96.4% |
| Admin fee / account holder | $178 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |