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 | $73,772 | $159,602-53.8% | $150,045-50.8% | $142,382-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.84% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $835 | $4,961-83.2% | $4,693-82.2% | $4,299-80.6% |
| Participant deferral / active EE | $1,172 | $8,310-85.9% | $7,997-85.3% | $6,507-82.0% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |