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 | $33,118 | $140,588-76.4% | $123,104-73.1% | $125,391-73.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 1.77% | 16.80%-15.0pp | 13.22%-11.5pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,194 | $6,041-80.2% | $5,151-76.8% | $4,866-75.5% |
| Participant deferral / active EE | $1,642 | $6,980-76.5% | $6,230-73.6% | $5,352-69.3% |
| Admin fee / account holder | $48 | $11,198-99.6% | $9,015-99.5% | $9,540-99.5% |