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.
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 | $81,200 | $201,272-59.7% | $184,203-55.9% | $145,922-44.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.97% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $889 | $7,022-87.3% | $6,427-86.2% | $4,660-80.9% |
| Participant deferral / active EE | $3,484 | $9,806-64.5% | $9,131-61.8% | $6,688-47.9% |
| Admin fee / account holder | $95 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |