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 5-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 | $17,654 | $114,381-84.6% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 242.71%-223.9pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $776 | $4,015-80.7% | $3,754-79.3% | $4,299-81.9% |
| Participant deferral / active EE | $896 | $5,564-83.9% | $5,116-82.5% | $6,507-86.2% |
| Admin fee / account holder | $56 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |