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 | $48,111 | $115,770-58.4% | $101,248-52.5% | $158,922-69.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 4.38% | 56.14%-51.8pp | 46.47%-42.1pp | 302.83%-298.4pp |
| Employer contribution / active EE | $271 | $4,175-93.5% | $3,660-92.6% | $4,761-94.3% |
| Participant deferral / active EE | $1,876 | $4,957-62.2% | $4,370-57.1% | $5,982-68.6% |
| Admin fee / account holder | $214 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |