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 | $133,439 | $180,449-26.1% | $154,107-13.4% | $135,375-1.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.95% | 888.09%-897.0pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $720 | $6,035-88.1% | $5,298-86.4% | $4,779-84.9% |
| Participant deferral / active EE | $8,372 | $5,806+44.2% | $5,081+64.8% | $5,609+49.3% |
| Admin fee / account holder | $60 | $16,143-99.6% | $13,411-99.6% | $10,827-99.4% |