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 | $38,390 | $167,484-77.1% | $151,611-74.7% | $134,475-71.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -12.93% | 7.80%-20.7pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,107 | $6,829-83.8% | $6,166-82.0% | $4,740-76.6% |
| Participant deferral / active EE | $1,304 | $8,986-85.5% | $8,363-84.4% | $6,400-79.6% |
| Admin fee / account holder | $216 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |