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 | $111,491 | $202,318-44.9% | $172,739-35.5% | $152,861-27.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 11.54% | 1029.65%-1018.1pp | 802.84%-791.3pp | 345.32%-333.8pp |
| Employer contribution / active EE | $926 | $5,856-84.2% | $5,143-82.0% | $4,762-80.6% |
| Participant deferral / active EE | $4,962 | $5,948-16.6% | $5,198-4.5% | $5,850-15.2% |
| Admin fee / account holder | $45 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |