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 | $96,415 | $108,919-11.5% | $100,391-4.0% | $145,922-33.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 57.88%-47.9pp | 49.20%-39.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,000 | $4,419+81.0% | $3,942+103.0% | $4,660+71.7% |
| Participant deferral / active EE | $1,404 | $8,445-83.4% | $8,082-82.6% | $6,688-79.0% |
| Admin fee / account holder | $283 | $9,689-97.1% | $7,899-96.4% | $13,397-97.9% |