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 | $32,271 | $209,411-84.6% | $178,490-81.9% | $158,922-79.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.37% | 188.75%-186.4pp | 151.07%-148.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,063 | $5,706-81.4% | $5,011-78.8% | $4,761-77.7% |
| Participant deferral / active EE | $5,101 | $5,954-14.3% | $5,202-1.9% | $5,982-14.7% |
| Admin fee / account holder | $238 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |