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 | $10,688 | $95,862-88.9% | $79,550-86.6% | $134,475-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.14% | -2.69%-1.4pp | 0.16%-4.3pp | 417.96%-422.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $439 | $4,693-90.6% | $3,985-89.0% | $6,400-93.1% |
| Admin fee / account holder | $191 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |