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 | $149,715 | $214,378-30.2% | $200,582-25.4% | $142,382+5.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 8.56% | 46.41%-37.8pp | 42.33%-33.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,324 | $6,841-80.6% | $6,419-79.4% | $4,299-69.2% |
| Participant deferral / active EE | $6,080 | $9,865-38.4% | $9,331-34.8% | $6,507-6.6% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |