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 | $37,821 | $110,094-65.6% | $151,611-75.1% | $68,494-44.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 87.5%-16.1pp | 67.9%+3.5pp |
| Annual return | -21.21% | -10.12%-11.1pp | 3.33%-24.5pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,084 | $4,471-75.8% | $6,166-82.4% | $2,596-58.3% |
| Participant deferral / active EE | $5,804 | $6,527-11.1% | $8,363-30.6% | $4,027+44.1% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |