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 | $140,122 | $175,202-20.0% | $149,673-6.4% | $139,434+0.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.96% | 166.71%-161.8pp | 134.42%-129.5pp | 372.94%-368.0pp |
| Employer contribution / active EE | $366 | $5,474-93.3% | $4,818-92.4% | $4,751-92.3% |
| Participant deferral / active EE | $27,500 | $6,519+321.9% | $5,680+384.2% | $6,710+309.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |