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 | $23,842 | $817,678-97.1% | $392,568-93.9% | $152,861-84.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 2.23% | 22.84%-20.6pp | 24.42%-22.2pp | 345.32%-343.1pp |
| Employer contribution / active EE | $3,934 | $5,502-28.5% | $3,783+4.0% | $4,762-17.4% |
| Participant deferral / active EE | $1,966 | $8,398-76.6% | $5,985-67.1% | $5,850-66.4% |
| Admin fee / account holder | $52 | $12,095-99.6% | $6,260-99.2% | $11,596-99.6% |