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 9-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 | $39,378 | $190,805-79.4% | $159,960-75.4% | $134,475-70.7% |
| Participation rate | 82.4% | 81.9%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | -23.56% | 552.23%-575.8pp | 408.60%-432.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $387 | $4,995-92.3% | $4,226-90.8% | $4,740-91.8% |
| Participant deferral / active EE | $1,547 | $6,923-77.7% | $6,182-75.0% | $6,400-75.8% |
| Admin fee / account holder | $182 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |