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 | $93,887 | $171,865-45.4% | $149,718-37.3% | $147,584-36.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.82% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.7pp |
| Employer contribution / active EE | $718 | $6,275-88.6% | $5,445-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $17,542 | $7,271+141.3% | $6,569+167.0% | $5,439+222.5% |
| Admin fee / account holder | $139 | $13,799-99.0% | $11,283-98.8% | $10,885-98.7% |