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 8-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 | $107,546 | $157,256-31.6% | $141,162-23.8% | $152,861-29.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.69% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $485 | $5,261-90.8% | $4,735-89.8% | $4,762-89.8% |
| Participant deferral / active EE | $651 | $7,109-90.8% | $6,709-90.3% | $5,850-88.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |