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 8-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 | $6,876 | $93,024-92.6% | $77,024-91.1% | $134,475-94.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -18.25% | 62.60%-80.8pp | 42.32%-60.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $252 | $3,418-92.6% | $2,812-91.0% | $4,740-94.7% |
| Participant deferral / active EE | $441 | $5,238-91.6% | $4,426-90.0% | $6,400-93.1% |
| Admin fee / account holder | $32 | $6,944-99.5% | $5,425-99.4% | $11,426-99.7% |