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 | $24,414 | $127,065-80.8% | $113,168-78.4% | $142,382-82.9% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 9.10% | 24.03%-14.9pp | 24.27%-15.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,918 | $3,442+42.9% | $2,975+65.3% | $4,299+14.4% |
| Participant deferral / active EE | $994 | $5,716-82.6% | $5,107-80.5% | $6,507-84.7% |
| Admin fee / account holder | $270 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |