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 6-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 | $50,477 | $189,613-73.4% | $167,512-69.9% | $142,382-64.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 22.69% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $246 | $4,349-94.4% | $3,882-93.7% | $4,299-94.3% |
| Participant deferral / active EE | $307 | $6,981-95.6% | $6,405-95.2% | $6,507-95.3% |
| Admin fee / account holder | $99 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |