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 | $21,195 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.03% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $861 | $4,961-82.7% | $4,693-81.7% | $4,299-80.0% |
| Participant deferral / active EE | $2,445 | $8,310-70.6% | $7,997-69.4% | $6,507-62.4% |
| Admin fee / account holder | $227 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |