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 | $55,761 | $133,958-58.4% | $112,228-50.3% | $134,475-58.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -15.92% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $427 | $4,038-89.4% | $3,635-88.3% | $4,740-91.0% |
| Participant deferral / active EE | $932 | $5,291-82.4% | $4,728-80.3% | $6,400-85.4% |
| Admin fee / account holder | $40 | $7,489-99.5% | $6,410-99.4% | $11,426-99.6% |