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 | $135,421 | $176,056-23.1% | $159,436-15.1% | $167,490-19.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | -0.07% | 331.75%-331.8pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $205 | $5,297-96.1% | $4,829-95.8% | $4,837-95.8% |
| Participant deferral / active EE | $12,000 | $7,750+54.8% | $7,352+63.2% | $6,341+89.2% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |