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 | $16,843 | $177,572-90.5% | $154,803-89.1% | $142,382-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.29% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $600 | $4,810-87.5% | $4,305-86.1% | $4,299-86.0% |
| Participant deferral / active EE | $2,975 | $6,272-52.6% | $5,540-46.3% | $6,507-54.3% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |