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 | $46,423 | $96,635-52.0% | $86,612-46.4% | $139,434-66.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 0.54% | 106.41%-105.9pp | 591.07%-590.5pp | 372.94%-372.4pp |
| Employer contribution / active EE | $272 | $3,263-91.7% | $3,022-91.0% | $4,751-94.3% |
| Participant deferral / active EE | $1,408 | $4,836-70.9% | $4,438-68.3% | $6,710-79.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |