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 | $74,370 | $142,344-47.8% | $119,609-37.8% | $134,475-44.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -21.92% | -12.44%-9.5pp | -14.97%-7.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $423 | $5,222-91.9% | $4,232-90.0% | $4,740-91.1% |
| Participant deferral / active EE | $4,411 | $6,469-31.8% | $5,602-21.3% | $6,400-31.1% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |