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 | $41,954 | $106,890-60.7% | $84,015-50.1% | $152,861-72.6% |
| Participation rate | 95.8% | 75.2%+20.6pp | 69.0%+26.8pp | 82.4%+13.4pp |
| Annual return | -2.19% | 104.99%-107.2pp | 71.31%-73.5pp | 345.32%-347.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,483 | $4,011-63.0% | $3,239-54.2% | $5,850-74.6% |
| Admin fee / account holder | $195 | $8,285-97.6% | $6,101-96.8% | $11,596-98.3% |