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 | $146,064 | $85,766+70.3% | $136,294+7.2% | $70,131+108.3% |
| Participation rate | 80.4% | 74.2%+6.2pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $438 | $2,966-85.2% | $4,695-90.7% | $2,342-81.3% |
| Participant deferral / active EE | $942 | $5,051-81.4% | $6,247-84.9% | $3,332-71.7% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |