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 | $84,557 | $86,929-2.7% | $102,423-17.4% | $80,856+4.6% |
| Participation rate | 95.9% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.3pp |
| Annual return | 65.32% | 18.88%+46.4pp | 29.32%+36.0pp | 35.59%+29.7pp |
| Employer contribution / active EE | $135 | $2,369-94.3% | $3,023-95.5% | $2,755-95.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $39 | $8,049-99.5% | $9,451-99.6% | $6,918-99.4% |