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.
Participant 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 | $21,104 | $117,841-82.1% | $102,423-79.4% | $145,922-85.5% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 5.04% | 31.65%-26.6pp | 29.32%-24.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $4,324 | $3,615+19.6% | $3,023+43.0% | $4,660-7.2% |
| Participant deferral / active EE | $1,034 | $5,731-82.0% | $5,053-79.5% | $6,688-84.5% |
| Admin fee / account holder | $56 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |