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 | $26,224 | $149,333-82.4% | $106,387-75.4% | $135,375-80.6% |
| Participation rate | 88.9% | 81.5%+7.4pp | 77.5%+11.4pp | 82.6%+6.2pp |
| Annual return | 4.38% | 0.52%+3.9pp | 0.25%+4.1pp | 519.73%-515.4pp |
| Employer contribution / active EE | $476 | $4,984-90.4% | $3,520-86.5% | $4,779-90.0% |
| Participant deferral / active EE | $520 | $7,230-92.8% | $5,421-90.4% | $5,609-90.7% |
| Admin fee / account holder | $277 | $15,952-98.3% | $7,510-96.3% | $10,827-97.4% |