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 | $46,115 | $209,832-78.0% | $189,513-75.7% | $167,490-72.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 4.89% | 748.27%-743.4pp | 555.15%-550.3pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,065 | $6,914-84.6% | $6,162-82.7% | $4,837-78.0% |
| Participant deferral / active EE | $4,855 | $8,935-45.7% | $8,221-40.9% | $6,341-23.4% |
| Admin fee / account holder | $194 | $14,293-98.6% | $12,045-98.4% | $12,309-98.4% |