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 | $8,096 | $80,717-90.0% | $154,803-94.8% | $84,808-90.5% |
| Participation rate | 95.1% | 66.8%+28.3pp | 78.1%+17.1pp | 68.3%+26.8pp |
| Annual return | 11.31% | 37.96%-26.6pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $284 | $2,761-89.7% | $4,305-93.4% | $2,631-89.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $234 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |