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 | $70,644 | $198,466-64.4% | $170,442-58.6% | $147,584-52.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.05% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $395 | $6,184-93.6% | $5,433-92.7% | $4,876-91.9% |
| Participant deferral / active EE | $1,812 | $5,629-67.8% | $4,939-63.3% | $5,439-66.7% |
| Admin fee / account holder | $196 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |