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 | $60,940 | $127,386-52.2% | $115,037-47.0% | $125,391-51.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -2.14% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,503 | $6,423-76.6% | $6,026-75.1% | $5,352-71.9% |
| Admin fee / account holder | $117 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |