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 | $110,172 | $142,344-22.6% | $119,609-7.9% | $134,475-18.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -2.91% | -12.44%+9.5pp | -14.97%+12.1pp | 417.96%-420.9pp |
| Employer contribution / active EE | $480 | $5,222-90.8% | $4,232-88.7% | $4,740-89.9% |
| Participant deferral / active EE | $480 | $6,469-92.6% | $5,602-91.4% | $6,400-92.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |