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 | $44,967 | $92,222-51.2% | $76,768-41.4% | $135,375-66.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.37% | 5.46%-13.8pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $413 | $3,216-87.2% | $2,485-83.4% | $4,779-91.4% |
| Participant deferral / active EE | $1,020 | $4,509-77.4% | $3,852-73.5% | $5,609-81.8% |
| Admin fee / account holder | $98 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |