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 9-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 | $12,802 | $72,400-82.3% | $67,502-81.0% | $145,922-91.2% |
| Participation rate | 73.3% | 76.9%-3.5pp | 72.9%+0.5pp | 80.3%-6.9pp |
| Annual return | 10.14% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $292 | $3,069-90.5% | $2,731-89.3% | $4,660-93.7% |
| Participant deferral / active EE | $592 | $4,783-87.6% | $4,000-85.2% | $6,688-91.2% |
| Admin fee / account holder | $134 | $5,539-97.6% | $3,998-96.6% | $13,397-99.0% |