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 9-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 | $34,278 | $201,272-83.0% | $184,203-81.4% | $145,922-76.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 10.29% | 29.00%-18.7pp | 28.81%-18.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,369 | $7,022-80.5% | $6,427-78.7% | $4,660-70.6% |
| Participant deferral / active EE | $392 | $9,806-96.0% | $9,131-95.7% | $6,688-94.1% |
| Admin fee / account holder | $6 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |