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 | $56,099 | $99,341-43.5% | $84,750-33.8% | $273,961-79.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.80% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $499 | $4,214-88.2% | $3,574-86.1% | $4,869-89.8% |
| Participant deferral / active EE | $623 | $4,269-85.4% | $3,712-83.2% | $5,287-88.2% |
| Admin fee / account holder | $4 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |