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 4-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 | $120,020 | $142,344-15.7% | $119,609+0.3% | $134,475-10.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $881 | $5,222-83.1% | $4,232-79.2% | $4,740-81.4% |
| Participant deferral / active EE | $1,624 | $6,469-74.9% | $5,602-71.0% | $6,400-74.6% |
| Admin fee / account holder | $262 | $13,584-98.1% | $10,323-97.5% | $11,426-97.7% |