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 | $27,754 | $63,346-56.2% | $92,233-69.9% | $70,131-60.4% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.9pp |
| Annual return | 23.67% | 530.12%-506.4pp | 176.28%-152.6pp | 73.14%-49.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $73 | $3,840-98.1% | $5,194-98.6% | $4,645-98.4% |