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 | $59,657 | $148,534-59.8% | $135,903-56.1% | $139,434-57.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.76% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $300 | $5,243-94.3% | $4,856-93.8% | $4,751-93.7% |
| Participant deferral / active EE | $1,287 | $8,100-84.1% | $7,758-83.4% | $6,710-80.8% |
| Admin fee / account holder | $160 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |