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 | $70,304 | $111,754-37.1% | $103,333-32.0% | $145,922-51.8% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 8.53% | 24.77%-16.2pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $717 | $4,212-83.0% | $3,868-81.5% | $4,660-84.6% |
| Participant deferral / active EE | $1,569 | $5,619-72.1% | $5,057-69.0% | $6,688-76.5% |
| Admin fee / account holder | $170 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |