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 | $237,280 | $95,862+147.5% | $79,550+198.3% | $134,475+76.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -4.11% | -2.69%-1.4pp | 0.16%-4.3pp | 417.96%-422.1pp |
| Employer contribution / active EE | $341 | $3,128-89.1% | $2,413-85.9% | $4,740-92.8% |
| Participant deferral / active EE | $383 | $4,693-91.8% | $3,985-90.4% | $6,400-94.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |