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 | $55,698 | $209,832-73.5% | $189,513-70.6% | $167,490-66.7% |
| Participation rate | 85.0% | 88.7%-3.7pp | 87.8%-2.8pp | 82.1%+2.9pp |
| Annual return | 13.83% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,301 | $6,914-81.2% | $6,162-78.9% | $4,837-73.1% |
| Participant deferral / active EE | $3,069 | $8,935-65.6% | $8,221-62.7% | $6,341-51.6% |
| Admin fee / account holder | $162 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |