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 | $31,864 | $111,724-71.5% | $93,606-66.0% | $145,922-78.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 10.53% | 202.98%-192.4pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $157 | $3,090-94.9% | $2,420-93.5% | $4,660-96.6% |
| Participant deferral / active EE | $998 | $4,912-79.7% | $4,411-77.4% | $6,688-85.1% |
| Admin fee / account holder | $29 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |