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 | $32,830 | $168,632-80.5% | $147,614-77.8% | $125,391-73.8% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -1.65% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $831 | $6,252-86.7% | $5,564-85.1% | $4,866-82.9% |
| Participant deferral / active EE | $1,760 | $5,507-68.0% | $4,895-64.0% | $5,352-67.1% |
| Admin fee / account holder | $90 | $13,580-99.3% | $11,611-99.2% | $9,540-99.1% |