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 | $57,065 | $175,202-67.4% | $149,673-61.9% | $139,434-59.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 4.16% | 166.71%-162.5pp | 134.42%-130.3pp | 372.94%-368.8pp |
| Employer contribution / active EE | $513 | $5,474-90.6% | $4,818-89.3% | $4,751-89.2% |
| Participant deferral / active EE | $4,569 | $6,519-29.9% | $5,680-19.6% | $6,710-31.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |