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 | $155,707 | $157,256-1.0% | $141,162+10.3% | $152,861+1.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.58% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $227 | $5,261-95.7% | $4,735-95.2% | $4,762-95.2% |
| Participant deferral / active EE | $1,452 | $7,109-79.6% | $6,709-78.4% | $5,850-75.2% |
| Admin fee / account holder | $22 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |