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 | $47,509 | $138,044-65.6% | $125,339-62.1% | $134,475-64.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.60% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $940 | $5,243-82.1% | $4,814-80.5% | $4,740-80.2% |
| Participant deferral / active EE | $1,502 | $7,799-80.7% | $7,446-79.8% | $6,400-76.5% |
| Admin fee / account holder | $220 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |