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 | $66,611 | $72,277-7.8% | $101,248-34.2% | $79,858-16.6% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | -8.51% | 22.30%-30.8pp | 46.47%-55.0pp | 31.71%-40.2pp |
| Employer contribution / active EE | $226 | $2,692-91.6% | $3,660-93.8% | $2,471-90.8% |
| Participant deferral / active EE | $2,125 | $3,282-35.2% | $4,370-51.4% | $3,740-43.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |