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 | $47,270 | $150,440-68.6% | $136,294-65.3% | $147,584-68.0% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.49% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $501 | $5,256-90.5% | $4,695-89.3% | $4,876-89.7% |
| Participant deferral / active EE | $1,169 | $6,630-82.4% | $6,247-81.3% | $5,439-78.5% |
| Admin fee / account holder | $137 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |