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 | $40,497 | $138,065-70.7% | $123,544-67.2% | $135,375-70.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.24% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $657 | $5,151-87.2% | $4,628-85.8% | $4,779-86.2% |
| Participant deferral / active EE | $10,738 | $6,799+57.9% | $6,426+67.1% | $5,609+91.5% |
| Admin fee / account holder | $290 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |