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 | $39,792 | $201,272-80.2% | $184,203-78.4% | $145,922-72.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.46% | 29.00%-14.5pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,082 | $7,022-84.6% | $6,427-83.2% | $4,660-76.8% |
| Participant deferral / active EE | $1,082 | $9,806-89.0% | $9,131-88.2% | $6,688-83.8% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |