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 | $152,357 | $202,318-24.7% | $172,739-11.8% | $152,861-0.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.05% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $850 | $5,856-85.5% | $5,143-83.5% | $4,762-82.2% |
| Participant deferral / active EE | $1,200 | $5,948-79.8% | $5,198-76.9% | $5,850-79.5% |
| Admin fee / account holder | $81 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |