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 6-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 | $27,903 | $142,344-80.4% | $119,609-76.7% | $134,475-79.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.49% | -12.44%-4.1pp | -14.97%-1.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $608 | $5,222-88.4% | $4,232-85.6% | $4,740-87.2% |
| Participant deferral / active EE | $1,281 | $6,469-80.2% | $5,602-77.1% | $6,400-80.0% |
| Admin fee / account holder | $107 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |