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 | $209,713 | $181,894+15.3% | $156,549+34.0% | $273,961-23.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.09% | 30.74%-35.8pp | 32.23%-37.3pp | 41.45%-46.5pp |
| Employer contribution / active EE | $1,317 | $6,248-78.9% | $5,501-76.1% | $4,869-72.9% |
| Participant deferral / active EE | $6,683 | $5,550+20.4% | $4,871+37.2% | $5,287+26.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |