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 6-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 | $104,698 | $100,773+3.9% | $88,946+17.7% | $142,382-26.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.74% | 70.18%-59.4pp | 57.82%-47.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $14 | $2,918-99.5% | $2,555-99.5% | $4,299-99.7% |
| Participant deferral / active EE | $13,904 | $5,230+165.8% | $4,581+203.5% | $6,507+113.7% |
| Admin fee / account holder | $268 | $9,693-97.2% | $8,261-96.8% | $12,624-97.9% |