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 | $59,636 | $71,883-17.0% | $86,677-31.2% | $68,494-12.9% |
| Participation rate | 72.6% | 72.2%+0.4pp | 76.6%-4.0pp | 67.9%+4.7pp |
| Annual return | -22.63% | 3.52%-26.2pp | 35.91%-58.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $345 | $2,173-84.1% | $2,836-87.8% | $2,596-86.7% |
| Participant deferral / active EE | $1,775 | $3,779-53.0% | $4,656-61.9% | $4,027-55.9% |
| Admin fee / account holder | $179 | $6,112-97.1% | $7,493-97.6% | $5,403-96.7% |