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 | $76,675 | $133,958-42.8% | $112,228-31.7% | $134,475-43.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -23.42% | 47.11%-70.5pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $730 | $4,038-81.9% | $3,635-79.9% | $4,740-84.6% |
| Participant deferral / active EE | $1,824 | $5,291-65.5% | $4,728-61.4% | $6,400-71.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |