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 | $84,018 | $78,672+6.8% | $109,143-23.0% | $85,850-2.1% |
| Participation rate | 97.4% | 68.3%+29.1pp | 75.9%+21.5pp | 69.3%+28.1pp |
| Annual return | 20.02% | 25.09%-5.1pp | 25.75%-5.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $280 | $2,735-89.8% | $3,722-92.5% | $2,565-89.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $104 | $5,469-98.1% | $6,752-98.5% | $6,260-98.3% |