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 | $66,582 | $86,929-23.4% | $102,423-35.0% | $80,856-17.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.74% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $692 | $2,369-70.8% | $3,023-77.1% | $2,755-74.9% |
| Participant deferral / active EE | $6,082 | $4,118+47.7% | $5,053+20.4% | $4,296+41.6% |
| Admin fee / account holder | $181 | $8,049-97.8% | $9,451-98.1% | $6,918-97.4% |