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 | $219,623 | $103,376+112.5% | $87,100+152.1% | $152,861+43.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 8.73% | 28.10%-19.4pp | 28.19%-19.5pp | 345.32%-336.6pp |
| Employer contribution / active EE | $145 | $3,220-95.5% | $2,521-94.2% | $4,762-97.0% |
| Participant deferral / active EE | $9,153 | $4,778+91.6% | $4,049+126.1% | $5,850+56.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |