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 | $40,013 | $165,335-75.8% | $149,696-73.3% | $158,922-74.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.23% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $864 | $5,103-83.1% | $4,644-81.4% | $4,761-81.9% |
| Participant deferral / active EE | $864 | $7,181-88.0% | $6,842-87.4% | $5,982-85.6% |
| Admin fee / account holder | $241 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |