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 | $31,897 | $176,812-82.0% | $146,665-78.3% | $167,490-81.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 5.39% | 24.03%-18.6pp | 22.74%-17.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $705 | $5,160-86.3% | $4,136-83.0% | $4,837-85.4% |
| Participant deferral / active EE | $2,999 | $6,440-53.4% | $5,506-45.5% | $6,341-52.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |