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 | $49,735 | $167,484-70.3% | $151,611-67.2% | $134,475-63.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.90% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,415 | $6,829-79.3% | $6,166-77.1% | $4,740-70.1% |
| Participant deferral / active EE | $3,216 | $8,986-64.2% | $8,363-61.5% | $6,400-49.7% |
| Admin fee / account holder | $300 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |