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 3-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 | $13,008 | $177,572-92.7% | $154,803-91.6% | $142,382-90.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.39% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $606 | $4,810-87.4% | $4,305-85.9% | $4,299-85.9% |
| Participant deferral / active EE | $878 | $6,272-86.0% | $5,540-84.2% | $6,507-86.5% |
| Admin fee / account holder | $138 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |