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 | $136,592 | $87,540+56.0% | $75,781+80.2% | $125,391+8.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.30% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $381 | $3,930-90.3% | $3,323-88.5% | $4,866-92.2% |
| Participant deferral / active EE | $381 | $4,229-91.0% | $3,651-89.6% | $5,352-92.9% |
| Admin fee / account holder | $17 | $6,502-99.7% | $5,299-99.7% | $9,540-99.8% |