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 | $63,643 | $135,952-53.2% | $123,892-48.6% | $273,961-76.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 0.41% | 56.63%-56.2pp | 47.52%-47.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $739 | $5,170-85.7% | $4,617-84.0% | $4,869-84.8% |
| Participant deferral / active EE | $6,366 | $6,343+0.4% | $5,984+6.4% | $5,287+20.4% |
| Admin fee / account holder | $97 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |