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 | $70,360 | $160,055-56.0% | $140,016-49.7% | $135,375-48.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.73% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $759 | $6,420-88.2% | $5,606-86.5% | $4,779-84.1% |
| Participant deferral / active EE | $948 | $7,642-87.6% | $6,927-86.3% | $5,609-83.1% |
| Admin fee / account holder | $140 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |