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 | $23,881 | $167,307-85.7% | $143,757-83.4% | $134,475-82.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -14.17% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $904 | $5,619-83.9% | $4,951-81.7% | $4,740-80.9% |
| Participant deferral / active EE | $1,577 | $6,446-75.5% | $5,637-72.0% | $6,400-75.4% |
| Admin fee / account holder | $152 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |