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 9-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 | $18,707 | $100,754-81.4% | $86,677-78.4% | $134,475-86.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -17.21% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $595 | $3,489-83.0% | $2,836-79.0% | $4,740-87.5% |
| Participant deferral / active EE | $1,225 | $5,338-77.0% | $4,656-73.7% | $6,400-80.9% |
| Admin fee / account holder | $49 | $10,926-99.6% | $7,493-99.3% | $11,426-99.6% |