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 | $79,007 | $109,817-28.1% | $98,442-19.7% | $167,490-52.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.23% | 1956.69%-1955.5pp | 1492.73%-1491.5pp | 478.56%-477.3pp |
| Employer contribution / active EE | $3,783 | $3,224+17.4% | $2,960+27.8% | $4,837-21.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $117 | $6,753-98.3% | $5,949-98.0% | $12,309-99.1% |