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 6-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 | $56,696 | $133,958-57.7% | $112,228-49.5% | $134,475-57.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.14% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $326 | $4,038-91.9% | $3,635-91.0% | $4,740-93.1% |
| Participant deferral / active EE | $788 | $5,291-85.1% | $4,728-83.3% | $6,400-87.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |