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 | $14,793 | $133,958-89.0% | $112,228-86.8% | $134,475-89.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -16.08% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $712 | $4,038-82.4% | $3,635-80.4% | $4,740-85.0% |
| Participant deferral / active EE | $1,222 | $5,291-76.9% | $4,728-74.1% | $6,400-80.9% |
| Admin fee / account holder | $140 | $7,489-98.1% | $6,410-97.8% | $11,426-98.8% |