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 | $81,713 | $214,378-61.9% | $200,582-59.3% | $142,382-42.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,295 | $6,841-81.1% | $6,419-79.8% | $4,299-69.9% |
| Participant deferral / active EE | $1,294 | $9,865-86.9% | $9,331-86.1% | $6,507-80.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |