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 | $146,670 | $181,894-19.4% | $156,549-6.3% | $273,961-46.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 10.24% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $608 | $6,248-90.3% | $5,501-88.9% | $4,869-87.5% |
| Participant deferral / active EE | $1,160 | $5,550-79.1% | $4,871-76.2% | $5,287-78.1% |
| Admin fee / account holder | $85 | $15,559-99.5% | $13,027-99.3% | $10,132-99.2% |