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 | $82,154 | $167,307-50.9% | $143,757-42.9% | $134,475-38.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.79% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,022 | $5,619-81.8% | $4,951-79.4% | $4,740-78.4% |
| Participant deferral / active EE | $1,839 | $6,446-71.5% | $5,637-67.4% | $6,400-71.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |