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 | $177,410 | $138,044+28.5% | $125,339+41.5% | $134,475+31.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.54% | 750.33%-776.9pp | 572.05%-598.6pp | 417.96%-444.5pp |
| Employer contribution / active EE | $955 | $5,243-81.8% | $4,814-80.2% | $4,740-79.9% |
| Participant deferral / active EE | $2,600 | $7,799-66.7% | $7,446-65.1% | $6,400-59.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |