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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,691 | $116,175-2.1% | $93,606+21.5% | $152,861-25.6% |
| Participation rate | 77.3% | 78.0%-0.8pp | 75.8%+1.4pp | 82.4%-5.2pp |
| Annual return | 5.50% | 35.96%-30.5pp | 32.76%-27.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $509 | $3,218-84.2% | $2,718-81.3% | $4,762-89.3% |
| Participant deferral / active EE | $3,515 | $4,603-23.6% | $4,069-13.6% | $5,850-39.9% |
| Admin fee / account holder | $183 | $10,748-98.3% | $7,888-97.7% | $11,596-98.4% |