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 | $24,275 | $165,335-85.3% | $149,696-83.8% | $158,922-84.7% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 11.05% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $833 | $5,103-83.7% | $4,644-82.1% | $4,761-82.5% |
| Participant deferral / active EE | $1,221 | $7,181-83.0% | $6,842-82.1% | $5,982-79.6% |
| Admin fee / account holder | $284 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |