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 | $40,416 | $138,065-70.7% | $123,544-67.3% | $135,375-70.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.18% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $852 | $5,151-83.5% | $4,628-81.6% | $4,779-82.2% |
| Participant deferral / active EE | $1,008 | $6,799-85.2% | $6,426-84.3% | $5,609-82.0% |
| Admin fee / account holder | $170 | $10,916-98.4% | $9,284-98.2% | $10,827-98.4% |