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 | $43,962 | $175,202-74.9% | $149,673-70.6% | $139,434-68.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.16% | 166.71%-146.5pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $495 | $5,474-91.0% | $4,818-89.7% | $4,751-89.6% |
| Participant deferral / active EE | $823 | $6,519-87.4% | $5,680-85.5% | $6,710-87.7% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |