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 | $10,146 | $95,862-89.4% | $79,550-87.2% | $134,475-92.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -14.67% | -2.69%-12.0pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $70 | $3,128-97.8% | $2,413-97.1% | $4,740-98.5% |
| Participant deferral / active EE | $113 | $4,693-97.6% | $3,985-97.2% | $6,400-98.2% |
| Admin fee / account holder | $52 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |