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 | $40,559 | $127,386-68.2% | $115,037-64.7% | $125,391-67.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.00% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $251 | $5,166-95.1% | $4,608-94.5% | $4,866-94.8% |
| Participant deferral / active EE | $1,023 | $6,423-84.1% | $6,026-83.0% | $5,352-80.9% |
| Admin fee / account holder | $254 | $9,516-97.3% | $8,175-96.9% | $9,540-97.3% |