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 | $11,362 | $43,327-73.8% | $59,878-81.0% | $64,186-82.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.51% | -1.55%+10.1pp | 3.46%+5.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $262 | $2,028-87.1% | $2,722-90.4% | $2,381-89.0% |
| Participant deferral / active EE | $242 | $2,546-90.5% | $3,402-92.9% | $3,470-93.0% |
| Admin fee / account holder | $230 | $3,005-92.3% | $3,590-93.6% | $4,888-95.3% |