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 | $43,532 | $149,734-70.9% | $118,925-63.4% | $158,922-72.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 35.03% | 19.95%+15.1pp | 35.88%-0.8pp | 302.83%-267.8pp |
| Employer contribution / active EE | $65 | $4,115-98.4% | $3,263-98.0% | $4,761-98.6% |
| Participant deferral / active EE | $660 | $5,223-87.4% | $4,265-84.5% | $5,982-89.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |