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 | $59,585 | $142,344-58.1% | $119,609-50.2% | $134,475-55.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -14.18% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $927 | $5,222-82.3% | $4,232-78.1% | $4,740-80.4% |
| Participant deferral / active EE | $1,744 | $6,469-73.0% | $5,602-68.9% | $6,400-72.7% |
| Admin fee / account holder | $27 | $13,584-99.8% | $10,323-99.7% | $11,426-99.8% |