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 | $39,962 | $180,449-77.9% | $154,107-74.1% | $135,375-70.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -11.62% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.4pp |
| Employer contribution / active EE | $751 | $6,035-87.6% | $5,298-85.8% | $4,779-84.3% |
| Participant deferral / active EE | $3,788 | $5,806-34.8% | $5,081-25.4% | $5,609-32.5% |
| Admin fee / account holder | $92 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |