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 | $88,604 | $183,519-51.7% | $155,509-43.0% | $145,922-39.3% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 27.96% | 61.17%-33.2pp | 64.67%-36.7pp | 561.29%-533.3pp |
| Employer contribution / active EE | $111 | $5,313-97.9% | $4,672-97.6% | $4,660-97.6% |
| Participant deferral / active EE | $238 | $6,462-96.3% | $5,626-95.8% | $6,688-96.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |