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 | $13,648 | $77,899-82.5% | $149,673-90.9% | $75,163-81.8% |
| Participation rate | 88.7% | 65.6%+23.2pp | 78.8%+10.0pp | 67.2%+21.5pp |
| Annual return | 10.70% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,404 | $3,411-58.8% | $5,680-75.3% | $4,125-66.0% |
| Admin fee / account holder | $109 | $5,956-98.2% | $13,210-99.2% | $5,651-98.1% |