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 10-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 | $43,878 | $202,318-78.3% | $172,739-74.6% | $152,861-71.3% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 38.38% | 1029.65%-991.3pp | 802.84%-764.5pp | 345.32%-306.9pp |
| Employer contribution / active EE | $312 | $5,856-94.7% | $5,143-93.9% | $4,762-93.4% |
| Participant deferral / active EE | $813 | $5,948-86.3% | $5,198-84.4% | $5,850-86.1% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |