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 | $246,537 | $183,963+34.0% | $162,163+52.0% | $152,861+61.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.46% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $30 | $6,371-99.5% | $5,614-99.5% | $4,762-99.4% |
| Participant deferral / active EE | $924 | $8,034-88.5% | $7,298-87.3% | $5,850-84.2% |
| Admin fee / account holder | $5 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |