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 | $56,176 | $103,376-45.7% | $87,100-35.5% | $152,861-63.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.97% | 28.10%-24.1pp | 28.19%-24.2pp | 345.32%-341.3pp |
| Employer contribution / active EE | $547 | $3,220-83.0% | $2,521-78.3% | $4,762-88.5% |
| Participant deferral / active EE | $2,763 | $4,778-42.2% | $4,049-31.7% | $5,850-52.8% |
| Admin fee / account holder | $227 | $12,205-98.1% | $7,497-97.0% | $11,596-98.0% |