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 | $164,121 | $198,466-17.3% | $170,442-3.7% | $147,584+11.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.06% | 257.29%-256.2pp | 205.93%-204.9pp | 578.55%-577.5pp |
| Employer contribution / active EE | $1,217 | $6,184-80.3% | $5,433-77.6% | $4,876-75.0% |
| Participant deferral / active EE | $8,767 | $5,629+55.7% | $4,939+77.5% | $5,439+61.2% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |