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 8-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 | $199,695 | $93,024+114.7% | $77,024+159.3% | $134,475+48.5% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -34.10% | 62.60%-96.7pp | 42.32%-76.4pp | 417.96%-452.1pp |
| Employer contribution / active EE | $217 | $3,418-93.6% | $2,812-92.3% | $4,740-95.4% |
| Participant deferral / active EE | $1,935 | $5,238-63.1% | $4,426-56.3% | $6,400-69.8% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |