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 | $48,016 | $99,032-51.5% | $80,019-40.0% | $135,375-64.5% |
| Participation rate | 82.4% | 78.4%+4.0pp | 75.8%+6.5pp | 82.6%-0.3pp |
| Annual return | -5.04% | 15.39%-20.4pp | 11.22%-16.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $855 | $4,282-80.0% | $3,686-76.8% | $5,609-84.8% |
| Admin fee / account holder | $165 | $10,436-98.4% | $6,521-97.5% | $10,827-98.5% |