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 5-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 | $50,945 | $227,553-77.6% | $189,557-73.1% | $167,490-69.6% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.4%+0.5pp | 82.1%-3.2pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $228 | $5,316-95.7% | $4,412-94.8% | $4,837-95.3% |
| Participant deferral / active EE | $734 | $7,002-89.5% | $6,174-88.1% | $6,341-88.4% |
| Admin fee / account holder | $49 | $11,878-99.6% | $9,807-99.5% | $12,309-99.6% |