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 6-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 | $25,407 | $165,984-84.7% | $164,813-84.6% | $145,922-82.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.85% | 100.03%-93.2pp | 69.93%-63.1pp | 561.29%-554.4pp |
| Employer contribution / active EE | $564 | $5,273-89.3% | $4,341-87.0% | $4,660-87.9% |
| Participant deferral / active EE | $3,900 | $6,959-44.0% | $6,031-35.3% | $6,688-41.7% |
| Admin fee / account holder | $215 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |