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 | $25,528 | $167,484-84.8% | $151,611-83.2% | $134,475-81.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.19% | 7.80%-6.6pp | 3.33%-2.1pp | 417.96%-416.8pp |
| Employer contribution / active EE | $1,407 | $6,829-79.4% | $6,166-77.2% | $4,740-70.3% |
| Participant deferral / active EE | $1,039 | $8,986-88.4% | $8,363-87.6% | $6,400-83.8% |
| Admin fee / account holder | $140 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |