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 | $136,305 | $113,935+19.6% | $94,224+44.7% | $125,391+8.7% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | 0.18% | 5.29%-5.1pp | 10.68%-10.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |