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 8-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 | $14,367 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.07% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $477 | $4,810-90.1% | $4,305-88.9% | $4,299-88.9% |
| Participant deferral / active EE | $895 | $6,272-85.7% | $5,540-83.8% | $6,507-86.2% |
| Admin fee / account holder | $146 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |