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 | $38,345 | $150,440-74.5% | $136,294-71.9% | $147,584-74.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.08% | 1049.08%-1026.0pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $746 | $5,256-85.8% | $4,695-84.1% | $4,876-84.7% |
| Participant deferral / active EE | $1,327 | $6,630-80.0% | $6,247-78.8% | $5,439-75.6% |
| Admin fee / account holder | -$20 | $10,905-100.2% | $9,243-100.2% | $10,885-100.2% |