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 | $24,854 | $60,349-58.8% | $74,183-66.5% | $62,891-60.5% |
| Participation rate | 88.7% | 72.7%+16.0pp | 76.6%+12.1pp | 69.3%+19.4pp |
| Annual return | 9.74% | 21.37%-11.6pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $254 | $4,261-94.0% | $5,586-95.5% | $4,296-94.1% |