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 | $134,967 | $167,484-19.4% | $151,611-11.0% | $134,475+0.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.23% | 7.80%-15.0pp | 3.33%-10.6pp | 417.96%-425.2pp |
| Employer contribution / active EE | $1,347 | $6,829-80.3% | $6,166-78.2% | $4,740-71.6% |
| Participant deferral / active EE | $1,619 | $8,986-82.0% | $8,363-80.6% | $6,400-74.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |