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 | $53,815 | $209,411-74.3% | $178,490-69.8% | $158,922-66.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.26% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $811 | $5,706-85.8% | $5,011-83.8% | $4,761-83.0% |
| Participant deferral / active EE | $2,009 | $5,954-66.3% | $5,202-61.4% | $5,982-66.4% |
| Admin fee / account holder | $268 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |