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 | $90,306 | $180,028-49.8% | $138,135-34.6% | $158,922-43.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 4.20% | 21.68%-17.5pp | 20.51%-16.3pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,091 | $7,470-85.4% | $5,587-80.5% | $4,761-77.1% |
| Participant deferral / active EE | $4,664 | $7,717-39.6% | $6,431-27.5% | $5,982-22.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |