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 | $181,364 | $103,376+75.4% | $87,100+108.2% | $152,861+18.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 4.83% | 28.10%-23.3pp | 28.19%-23.4pp | 345.32%-340.5pp |
| Employer contribution / active EE | $219 | $3,220-93.2% | $2,521-91.3% | $4,762-95.4% |
| Participant deferral / active EE | $3,045 | $4,778-36.3% | $4,049-24.8% | $5,850-48.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |