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 | $47,185 | $77,419-39.1% | $69,455-32.1% | $152,861-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | -0.47% | 39.06%-39.5pp | 28.97%-29.4pp | 345.32%-345.8pp |
| Employer contribution / active EE | $154 | $3,315-95.4% | $2,779-94.5% | $4,762-96.8% |
| Participant deferral / active EE | $5,668 | $4,414+28.4% | $3,535+60.3% | $5,850-3.1% |
| Admin fee / account holder | $282 | $6,207-95.5% | $3,839-92.7% | $11,596-97.6% |