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 | $204,629 | $110,257+85.6% | $96,544+112.0% | $139,434+46.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 8.42% | 26.32%-17.9pp | 25.84%-17.4pp | 372.94%-364.5pp |
| Employer contribution / active EE | $16 | $3,620-99.6% | $2,965-99.5% | $4,751-99.7% |
| Participant deferral / active EE | $4,727 | $5,548-14.8% | $4,851-2.5% | $6,710-29.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |