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 | $47,958 | $167,484-71.4% | $151,611-68.4% | $134,475-64.3% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -1.44% | 7.80%-9.2pp | 3.33%-4.8pp | 417.96%-419.4pp |
| Employer contribution / active EE | $337 | $6,829-95.1% | $6,166-94.5% | $4,740-92.9% |
| Participant deferral / active EE | $2,982 | $8,986-66.8% | $8,363-64.3% | $6,400-53.4% |
| Admin fee / account holder | $85 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |