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 | $41,110 | $167,307-75.4% | $143,757-71.4% | $134,475-69.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $998 | $5,619-82.2% | $4,951-79.8% | $4,740-78.9% |
| Participant deferral / active EE | $918 | $6,446-85.8% | $5,637-83.7% | $6,400-85.7% |
| Admin fee / account holder | $168 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |