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 4-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 | $119,298 | $176,056-32.2% | $159,436-25.2% | $167,490-28.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $805 | $5,297-84.8% | $4,829-83.3% | $4,837-83.4% |
| Participant deferral / active EE | $1,515 | $7,750-80.5% | $7,352-79.4% | $6,341-76.1% |
| Admin fee / account holder | $210 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |