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 | $237,725 | $183,963+29.2% | $162,163+46.6% | $152,861+55.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 0.41% | 150.76%-150.4pp | 115.59%-115.2pp | 345.32%-344.9pp |
| Employer contribution / active EE | $4,018 | $6,371-36.9% | $5,614-28.4% | $4,762-15.6% |
| Participant deferral / active EE | $1,662 | $8,034-79.3% | $7,298-77.2% | $5,850-71.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |