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 | $119,262 | $165,335-27.9% | $149,696-20.3% | $158,922-25.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 12.90% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $164 | $5,103-96.8% | $4,644-96.5% | $4,761-96.6% |
| Participant deferral / active EE | $656 | $7,181-90.9% | $6,842-90.4% | $5,982-89.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |