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 | $33,026 | $180,449-81.7% | $154,107-78.6% | $135,375-75.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.33% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $987 | $6,035-83.6% | $5,298-81.4% | $4,779-79.3% |
| Participant deferral / active EE | $1,595 | $5,806-72.5% | $5,081-68.6% | $5,609-71.6% |
| Admin fee / account holder | $184 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |