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 | $71,293 | $99,640-28.4% | $86,436-17.5% | $134,475-47.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.12% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $322 | $4,400-92.7% | $3,769-91.5% | $4,740-93.2% |
| Participant deferral / active EE | $1,906 | $7,246-73.7% | $6,952-72.6% | $6,400-70.2% |
| Admin fee / account holder | $55 | $8,371-99.3% | $6,731-99.2% | $11,426-99.5% |