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 | $58,610 | $106,543-45.0% | $91,220-35.7% | $134,475-56.4% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -17.89% | 160.60%-178.5pp | 114.01%-131.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $153 | $3,331-95.4% | $2,850-94.6% | $4,740-96.8% |
| Participant deferral / active EE | $157 | $4,719-96.7% | $4,234-96.3% | $6,400-97.5% |
| Admin fee / account holder | $154 | $6,231-97.5% | $5,420-97.2% | $11,426-98.7% |