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 | $123,118 | $99,032+24.3% | $80,019+53.9% | $135,375-9.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -2.84% | 15.39%-18.2pp | 11.22%-14.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $827 | $4,282-80.7% | $3,686-77.6% | $5,609-85.3% |
| Admin fee / account holder | $26 | $10,436-99.8% | $6,521-99.6% | $10,827-99.8% |