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 | $32,980 | $117,983-72.0% | $101,794-67.6% | $142,382-76.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 20.39% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $474 | $2,773-82.9% | $2,289-79.3% | $4,299-89.0% |
| Participant deferral / active EE | $568 | $4,714-87.9% | $4,084-86.1% | $6,507-91.3% |
| Admin fee / account holder | $149 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |