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 | $46,319 | $157,256-70.5% | $141,162-67.2% | $152,861-69.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 36.70% | 64.32%-27.6pp | 71.39%-34.7pp | 345.32%-308.6pp |
| Employer contribution / active EE | $257 | $5,261-95.1% | $4,735-94.6% | $4,762-94.6% |
| Participant deferral / active EE | $2,086 | $7,109-70.7% | $6,709-68.9% | $5,850-64.3% |
| Admin fee / account holder | $180 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |