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 9-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 | $59,266 | $138,044-57.1% | $125,339-52.7% | $134,475-55.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.33% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $360 | $5,243-93.1% | $4,814-92.5% | $4,740-92.4% |
| Participant deferral / active EE | $1,124 | $7,799-85.6% | $7,446-84.9% | $6,400-82.4% |
| Admin fee / account holder | $191 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |