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 | $174,239 | $165,984+5.0% | $164,813+5.7% | $145,922+19.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.49% | 100.03%-96.5pp | 69.93%-66.4pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,161 | $5,273-59.0% | $4,341-50.2% | $4,660-53.6% |
| Participant deferral / active EE | $581 | $6,959-91.7% | $6,031-90.4% | $6,688-91.3% |
| Admin fee / account holder | $18 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |