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 | $45,012 | $176,662-74.5% | $130,648-65.5% | $152,861-70.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.06% | 2692.24%-2687.2pp | 1708.96%-1703.9pp | 345.32%-340.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,421 | $4,361+70.1% | $3,603+106.0% | $5,850+26.8% |
| Admin fee / account holder | $206 | $7,133-97.1% | $5,464-96.2% | $11,596-98.2% |