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 | $41,647 | $209,411-80.1% | $178,490-76.7% | $158,922-73.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.22% | 188.75%-175.5pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $504 | $5,706-91.2% | $5,011-89.9% | $4,761-89.4% |
| Participant deferral / active EE | $756 | $5,954-87.3% | $5,202-85.5% | $5,982-87.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |