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 | $32,602 | $142,344-77.1% | $119,609-72.7% | $134,475-75.8% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -16.46% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $572 | $5,222-89.1% | $4,232-86.5% | $4,740-87.9% |
| Participant deferral / active EE | $1,364 | $6,469-78.9% | $5,602-75.7% | $6,400-78.7% |
| Admin fee / account holder | $263 | $13,584-98.1% | $10,323-97.5% | $11,426-97.7% |