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 | $218,836 | $105,859+106.7% | $90,160+142.7% | $147,584+48.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.13% | 37.63%-25.5pp | 34.88%-22.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $195 | $4,126-95.3% | $3,318-94.1% | $4,876-96.0% |
| Participant deferral / active EE | $1,516 | $5,733-73.6% | $5,288-71.3% | $5,439-72.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |