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 | $44,197 | $157,256-71.9% | $141,162-68.7% | $152,861-71.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.82% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $457 | $5,261-91.3% | $4,735-90.3% | $4,762-90.4% |
| Participant deferral / active EE | $533 | $7,109-92.5% | $6,709-92.1% | $5,850-90.9% |
| Admin fee / account holder | $177 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |