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 | $48,906 | $165,335-70.4% | $149,696-67.3% | $158,922-69.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 8.70% | 348.15%-339.5pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $478 | $5,103-90.6% | $4,644-89.7% | $4,761-90.0% |
| Participant deferral / active EE | $533 | $7,181-92.6% | $6,842-92.2% | $5,982-91.1% |
| Admin fee / account holder | $183 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |