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 | $241,558 | $110,257+119.1% | $96,544+150.2% | $139,434+73.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 531.52% | 26.32%+505.2pp | 25.84%+505.7pp | 372.94%+158.6pp |
| Employer contribution / active EE | $603 | $3,620-83.3% | $2,965-79.7% | $4,751-87.3% |
| Participant deferral / active EE | $898 | $5,548-83.8% | $4,851-81.5% | $6,710-86.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |