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 | $66,839 | $152,587-56.2% | $125,175-46.6% | $152,861-56.3% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 10.55% | 54.84%-44.3pp | 43.79%-33.2pp | 345.32%-334.8pp |
| Employer contribution / active EE | $298 | $4,946-94.0% | $3,865-92.3% | $4,762-93.8% |
| Participant deferral / active EE | $298 | $5,868-94.9% | $4,937-94.0% | $5,850-94.9% |
| Admin fee / account holder | $113 | $13,434-99.2% | $9,702-98.8% | $11,596-99.0% |