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 | $120,891 | $107,334+12.6% | $92,893+30.1% | $152,861-20.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 19.49% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $633 | $4,221-85.0% | $3,653-82.7% | $4,762-86.7% |
| Participant deferral / active EE | $676 | $4,845-86.0% | $4,236-84.0% | $5,850-88.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |