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 9-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 | $214,449 | $167,484+28.0% | $151,611+41.4% | $134,475+59.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.64% | 7.80%-17.4pp | 3.33%-13.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,276 | $6,829-81.3% | $6,166-79.3% | $4,740-73.1% |
| Participant deferral / active EE | $1,595 | $8,986-82.2% | $8,363-80.9% | $6,400-75.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |