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 5-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 | $36,244 | $70,428-48.5% | $96,562-62.5% | $85,850-57.8% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $109 | $1,413-92.3% | $2,356-95.4% | $2,565-95.8% |
| Participant deferral / active EE | $588 | $2,894-79.7% | $3,849-84.7% | $3,952-85.1% |
| Admin fee / account holder | $39 | $4,997-99.2% | $6,181-99.4% | $6,260-99.4% |