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 7-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 | $20,092 | $177,572-88.7% | $154,803-87.0% | $142,382-85.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $832 | $4,810-82.7% | $4,305-80.7% | $4,299-80.7% |
| Participant deferral / active EE | $1,247 | $6,272-80.1% | $5,540-77.5% | $6,507-80.8% |
| Admin fee / account holder | $100 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |