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 | $16,787 | $183,519-90.9% | $155,509-89.2% | $145,922-88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.96% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $627 | $5,313-88.2% | $4,672-86.6% | $4,660-86.5% |
| Participant deferral / active EE | $4,109 | $6,462-36.4% | $5,626-27.0% | $6,688-38.6% |
| Admin fee / account holder | $286 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |