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 | $21,654 | $54,541-60.3% | $78,778-72.5% | $70,131-69.1% |
| Participation rate | 94.6% | 60.8%+33.8pp | 69.2%+25.4pp | 69.5%+25.1pp |
| Annual return | 17.73% | 21.07%-3.3pp | 35.62%-17.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $24 | $1,089-97.8% | $1,986-98.8% | $2,342-99.0% |
| Participant deferral / active EE | $745 | $2,210-66.3% | $2,958-74.8% | $3,332-77.6% |
| Admin fee / account holder | $5 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |