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 | $20,438 | $176,662-88.4% | $130,648-84.4% | $152,861-86.6% |
| Participation rate | 93.3% | 79.0%+14.4pp | 71.7%+21.6pp | 82.4%+10.9pp |
| Annual return | 0.27% | 2692.24%-2692.0pp | 1708.96%-1708.7pp | 345.32%-345.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,943 | $4,361-9.6% | $3,603+9.4% | $5,850-32.6% |
| Admin fee / account holder | $274 | $7,133-96.2% | $5,464-95.0% | $11,596-97.6% |