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 3-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 | $81,967 | $159,602-48.6% | $150,045-45.4% | $142,382-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.43% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $725 | $4,961-85.4% | $4,693-84.6% | $4,299-83.1% |
| Participant deferral / active EE | $14,859 | $8,310+78.8% | $7,997+85.8% | $6,507+128.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |