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 4-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 | $42,948 | $177,572-75.8% | $154,803-72.3% | $142,382-69.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.26% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $91 | $4,810-98.1% | $4,305-97.9% | $4,299-97.9% |
| Participant deferral / active EE | $121 | $6,272-98.1% | $5,540-97.8% | $6,507-98.1% |
| Admin fee / account holder | $95 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |