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 | $71,841 | $171,865-58.2% | $149,718-52.0% | $147,584-51.3% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 7.46% | 2113.22%-2105.8pp | 1501.63%-1494.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,010 | $6,275-83.9% | $5,445-81.5% | $4,876-79.3% |
| Participant deferral / active EE | $3,372 | $7,271-53.6% | $6,569-48.7% | $5,439-38.0% |
| Admin fee / account holder | $9 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |