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 | $37,484 | $183,963-79.6% | $162,163-76.9% | $152,861-75.5% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 24.96% | 150.76%-125.8pp | 115.59%-90.6pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,133 | $6,371-82.2% | $5,614-79.8% | $4,762-76.2% |
| Participant deferral / active EE | $1,224 | $8,034-84.8% | $7,298-83.2% | $5,850-79.1% |
| Admin fee / account holder | $116 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |