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 | $35,453 | $85,202-58.4% | $172,739-79.5% | $72,985-51.4% |
| Participation rate | 95.0% | 70.1%+24.9pp | 82.6%+12.4pp | 69.5%+25.5pp |
| Annual return | 1.28% | 27.32%-26.0pp | 802.84%-801.6pp | 81.00%-79.7pp |
| Employer contribution / active EE | $1,243 | $3,324-62.6% | $5,143-75.8% | $2,440-49.1% |
| Participant deferral / active EE | $120 | $3,260-96.3% | $5,198-97.7% | $3,607-96.7% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |