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 | $6,350 | $90,348-93.0% | $75,972-91.6% | $145,922-95.6% |
| Participation rate | 94.7% | 74.5%+20.3pp | 69.1%+25.7pp | 80.3%+14.5pp |
| Annual return | 2.16% | 620.88%-618.7pp | 359.55%-357.4pp | 561.29%-559.1pp |
| Employer contribution / active EE | $339 | $3,311-89.8% | $2,685-87.4% | $4,660-92.7% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $295 | $8,467-96.5% | $6,467-95.4% | $13,397-97.8% |