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 | $42,848 | $97,744-56.2% | $103,476-58.6% | $145,922-70.6% |
| Participation rate | 72.7% | 81.1%-8.4pp | 80.5%-7.8pp | 80.3%-7.5pp |
| Annual return | 9.39% | 25.41%-16.0pp | 23.90%-14.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,455 | $4,677+16.6% | $4,672+16.8% | $4,660+17.1% |
| Participant deferral / active EE | $1,068 | $6,603-83.8% | $6,623-83.9% | $6,688-84.0% |
| Admin fee / account holder | $204 | $12,515-98.4% | $9,413-97.8% | $13,397-98.5% |