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 9-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 | $19,079 | $167,307-88.6% | $143,757-86.7% | $134,475-85.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $924 | $5,619-83.6% | $4,951-81.3% | $4,740-80.5% |
| Participant deferral / active EE | $924 | $6,446-85.7% | $5,637-83.6% | $6,400-85.6% |
| Admin fee / account holder | $195 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |