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 | $26,165 | $177,572-85.3% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.11% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $656 | $4,810-86.4% | $4,305-84.8% | $4,299-84.7% |
| Participant deferral / active EE | $1,076 | $6,272-82.8% | $5,540-80.6% | $6,507-83.5% |
| Admin fee / account holder | $164 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |