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 8-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 | $37,116 | $201,272-81.6% | $184,203-79.9% | $145,922-74.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.66% | 29.00%-18.3pp | 28.81%-18.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,019 | $7,022-85.5% | $6,427-84.1% | $4,660-78.1% |
| Participant deferral / active EE | $2,480 | $9,806-74.7% | $9,131-72.8% | $6,688-62.9% |
| Admin fee / account holder | $97 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |