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 | $49,055 | $180,449-72.8% | $154,107-68.2% | $135,375-63.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.74% | 888.09%-896.8pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,253 | $6,035-79.2% | $5,298-76.3% | $4,779-73.8% |
| Participant deferral / active EE | $1,917 | $5,806-67.0% | $5,081-62.3% | $5,609-65.8% |
| Admin fee / account holder | $64 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |