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 9-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 | $24,116 | $96,635-75.0% | $86,612-72.2% | $139,434-82.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.55% | 106.41%-101.9pp | 591.07%-586.5pp | 372.94%-368.4pp |
| Employer contribution / active EE | $218 | $3,263-93.3% | $3,022-92.8% | $4,751-95.4% |
| Participant deferral / active EE | $1,559 | $4,836-67.8% | $4,438-64.9% | $6,710-76.8% |
| Admin fee / account holder | $124 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |