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 | $37,571 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.27% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $510 | $4,961-89.7% | $4,693-89.1% | $4,299-88.1% |
| Participant deferral / active EE | $780 | $8,310-90.6% | $7,997-90.2% | $6,507-88.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |