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 | $43,545 | $77,145-43.6% | $108,410-59.8% | $85,850-49.3% |
| Participation rate | 76.9% | 74.7%+2.3pp | 80.1%-3.2pp | 69.3%+7.6pp |
| Annual return | 11.94% | 44.54%-32.6pp | 905.27%-893.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,974 | $5,566-28.6% | $6,563-39.5% | $3,952+0.6% |
| Admin fee / account holder | $178 | $5,172-96.6% | $7,295-97.6% | $6,260-97.2% |