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 | $27,225 | $50,958-46.6% | $74,550-63.5% | $64,186-57.6% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.1%+2.7pp | 69.6%+2.2pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $147 | $1,115-86.8% | $1,961-92.5% | $2,381-93.8% |
| Participant deferral / active EE | $268 | $2,301-88.3% | $3,108-91.4% | $3,470-92.3% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |