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 | $41,938 | $99,341-57.8% | $84,750-50.5% | $273,961-84.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.77% | 22.93%-13.2pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $404 | $4,214-90.4% | $3,574-88.7% | $4,869-91.7% |
| Participant deferral / active EE | $800 | $4,269-81.3% | $3,712-78.4% | $5,287-84.9% |
| Admin fee / account holder | $61 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |