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 | $68,053 | $181,894-62.6% | $156,549-56.5% | $273,961-75.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $564 | $6,248-91.0% | $5,501-89.7% | $4,869-88.4% |
| Participant deferral / active EE | $564 | $5,550-89.8% | $4,871-88.4% | $5,287-89.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |