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 | $63,295 | $153,772-58.8% | $133,980-52.8% | $273,961-76.9% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 10.04% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.4pp |
| Employer contribution / active EE | $642 | $6,029-89.3% | $5,211-87.7% | $4,869-86.8% |
| Participant deferral / active EE | $2,010 | $6,958-71.1% | $6,282-68.0% | $5,287-62.0% |
| Admin fee / account holder | $271 | $11,765-97.7% | $9,324-97.1% | $10,132-97.3% |