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 | $22,666 | $167,307-86.5% | $143,757-84.2% | $134,475-83.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -4.49% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,032 | $5,619-81.6% | $4,951-79.2% | $4,740-78.2% |
| Participant deferral / active EE | $668 | $6,446-89.6% | $5,637-88.1% | $6,400-89.6% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |