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 8-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 | $16,455 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.24% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $241 | $5,243-95.4% | $4,814-95.0% | $4,740-94.9% |
| Participant deferral / active EE | $241 | $7,799-96.9% | $7,446-96.8% | $6,400-96.2% |
| Admin fee / account holder | $201 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |