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 | $12,253 | $54,705-77.6% | $71,209-82.8% | $84,808-85.6% |
| Participation rate | 78.6% | 64.1%+14.5pp | 73.8%+4.8pp | 68.3%+10.3pp |
| Annual return | 9.56% | 35.90%-26.3pp | 282.51%-273.0pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,844 | $3,030-39.1% | $4,175-55.8% | $4,212-56.2% |
| Admin fee / account holder | $37 | $4,863-99.2% | $5,349-99.3% | $7,344-99.5% |