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 | $82,762 | $124,281-33.4% | $109,143-24.2% | $167,490-50.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.19% | 26.04%-16.8pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $742 | $4,207-82.4% | $3,722-80.1% | $4,837-84.7% |
| Participant deferral / active EE | $2,345 | $5,255-55.4% | $4,653-49.6% | $6,341-63.0% |
| Admin fee / account holder | $111 | $7,970-98.6% | $6,752-98.4% | $12,309-99.1% |