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 8-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 | $37,964 | $152,509-75.1% | $117,472-67.7% | $134,475-71.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -20.58% | 52.99%-73.6pp | 29.74%-50.3pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,741 | $4,818+185.2% | $4,070+237.6% | $6,400+114.7% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |