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 6-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 | $38,551 | $176,056-78.1% | $159,436-75.8% | $167,490-77.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.85% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $916 | $5,297-82.7% | $4,829-81.0% | $4,837-81.1% |
| Participant deferral / active EE | $1,058 | $7,750-86.3% | $7,352-85.6% | $6,341-83.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |