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 | $208,612 | $297,529-29.9% | $246,525-15.4% | $357,791-41.7% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 17.65% | -2.25%+19.9pp | 0.46%+17.2pp | 396.79%-379.1pp |
| Employer contribution / active EE | $2,692 | $8,709-69.1% | $7,467-64.0% | $7,508-64.1% |
| Participant deferral / active EE | $6,154 | $6,076+1.3% | $5,422+13.5% | $5,521+11.5% |
| Admin fee / account holder | $53 | $16,212-99.7% | $16,551-99.7% | $28,387-99.8% |