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 | $38,153 | $150,440-74.6% | $136,294-72.0% | $147,584-74.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.28% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $612 | $5,256-88.4% | $4,695-87.0% | $4,876-87.5% |
| Participant deferral / active EE | $687 | $6,630-89.6% | $6,247-89.0% | $5,439-87.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |