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 | $27,344 | $83,902-67.4% | $167,512-83.7% | $84,808-67.8% |
| Participation rate | 97.4% | 66.5%+31.0pp | 77.1%+20.4pp | 68.3%+29.1pp |
| Annual return | 12.94% | 91.55%-78.6pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $404 | $2,264-82.1% | $3,882-89.6% | $2,631-84.6% |
| Participant deferral / active EE | $2,416 | $4,442-45.6% | $6,405-62.3% | $4,212-42.6% |
| Admin fee / account holder | $118 | $7,915-98.5% | $9,769-98.8% | $7,344-98.4% |