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 | $61,578 | $127,386-51.7% | $115,037-46.5% | $125,391-50.9% |
| Participation rate | 70.6% | 84.2%-13.6pp | 81.4%-10.8pp | 83.2%-12.6pp |
| Annual return | -4.26% | 31.28%-35.5pp | 26.14%-30.4pp | 282.22%-286.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,482 | $6,423+32.1% | $6,026+40.7% | $5,352+58.5% |
| Admin fee / account holder | $1 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |