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 | $52,952 | $106,890-50.5% | $84,015-37.0% | $152,861-65.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 4.12% | 104.99%-100.9pp | 71.31%-67.2pp | 345.32%-341.2pp |
| Employer contribution / active EE | $231 | $2,734-91.6% | $1,983-88.4% | $4,762-95.2% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |