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 | $26,587 | $82,286-67.7% | $68,791-61.4% | $134,475-80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.67% | -2.19%-16.5pp | -6.38%-12.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $140 | $3,301-95.8% | $2,655-94.7% | $4,740-97.1% |
| Participant deferral / active EE | $907 | $4,739-80.9% | $3,941-77.0% | $6,400-85.8% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |