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 | $34,777 | $183,519-81.0% | $155,509-77.6% | $145,922-76.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 8.56% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $705 | $5,313-86.7% | $4,672-84.9% | $4,660-84.9% |
| Participant deferral / active EE | $2,048 | $6,462-68.3% | $5,626-63.6% | $6,688-69.4% |
| Admin fee / account holder | $190 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |