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 | $161,717 | $167,307-3.3% | $143,757+12.5% | $134,475+20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.45% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $534 | $5,619-90.5% | $4,951-89.2% | $4,740-88.7% |
| Participant deferral / active EE | $3,838 | $6,446-40.5% | $5,637-31.9% | $6,400-40.0% |
| Admin fee / account holder | $63 | $18,088-99.7% | $14,673-99.6% | $11,426-99.4% |