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 | $76,321 | $109,413-30.2% | $156,263-51.2% | $84,808-10.0% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 11.98% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $730 | $2,907-74.9% | $4,333-83.2% | $2,631-72.3% |
| Participant deferral / active EE | $4,604 | $4,590+0.3% | $6,158-25.2% | $4,212+9.3% |
| Admin fee / account holder | $29 | $9,357-99.7% | $14,255-99.8% | $7,344-99.6% |