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 | $245,161 | $183,963+33.3% | $162,163+51.2% | $152,861+60.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.44% | 150.76%-138.3pp | 115.59%-103.1pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,129 | $6,371-82.3% | $5,614-79.9% | $4,762-76.3% |
| Participant deferral / active EE | $12,667 | $8,034+57.7% | $7,298+73.6% | $5,850+116.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |