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 6-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 | $147,632 | $167,484-11.9% | $151,611-2.6% | $134,475+9.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.12% | 7.80%-41.9pp | 3.33%-37.5pp | 417.96%-452.1pp |
| Employer contribution / active EE | $1,425 | $6,829-79.1% | $6,166-76.9% | $4,740-69.9% |
| Participant deferral / active EE | $10,050 | $8,986+11.8% | $8,363+20.2% | $6,400+57.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |