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 | $73,137 | $140,588-48.0% | $123,104-40.6% | $125,391-41.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.74% | 16.80%-18.5pp | 13.22%-15.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $997 | $6,041-83.5% | $5,151-80.6% | $4,866-79.5% |
| Participant deferral / active EE | $1,514 | $6,980-78.3% | $6,230-75.7% | $5,352-71.7% |
| Admin fee / account holder | $17 | $11,198-99.9% | $9,015-99.8% | $9,540-99.8% |