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 | $60,103 | $135,635-55.7% | $110,238-45.5% | $135,375-55.6% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -3.50% | 513.19%-516.7pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $452 | $4,906-90.8% | $3,826-88.2% | $4,779-90.5% |
| Participant deferral / active EE | $452 | $5,506-91.8% | $4,672-90.3% | $5,609-91.9% |
| Admin fee / account holder | $113 | $11,457-99.0% | $8,547-98.7% | $10,827-99.0% |