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 | $114,566 | $167,484-31.6% | $151,611-24.4% | $134,475-14.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.24% | 7.80%-29.0pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,415 | $6,829-79.3% | $6,166-77.0% | $4,740-70.1% |
| Participant deferral / active EE | $11,230 | $8,986+25.0% | $8,363+34.3% | $6,400+75.5% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |