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 | $44,257 | $183,963-75.9% | $162,163-72.7% | $152,861-71.0% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 14.70% | 150.76%-136.1pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $583 | $6,371-90.9% | $5,614-89.6% | $4,762-87.8% |
| Participant deferral / active EE | $1,127 | $8,034-86.0% | $7,298-84.6% | $5,850-80.7% |
| Admin fee / account holder | $232 | $13,121-98.2% | $10,843-97.9% | $11,596-98.0% |