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 8-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 | $13,411 | $117,690-88.6% | $71,735-81.3% | $134,475-90.0% |
| Participation rate | 78.9% | 68.8%+10.1pp | 62.3%+16.6pp | 81.2%-2.3pp |
| Annual return | -15.81% | 25.44%-41.2pp | 9.14%-24.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32 | $6,379-99.5% | $3,974-99.2% | $11,426-99.7% |