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 | $30,240 | $162,781-81.4% | $133,956-77.4% | $158,922-81.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 11.84% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $757 | $4,975-84.8% | $3,919-80.7% | $4,761-84.1% |
| Participant deferral / active EE | $844 | $5,911-85.7% | $5,048-83.3% | $5,982-85.9% |
| Admin fee / account holder | $229 | $11,736-98.0% | $8,927-97.4% | $11,246-98.0% |