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 | $48,249 | $183,963-73.8% | $162,163-70.2% | $152,861-68.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 4.60% | 150.76%-146.2pp | 115.59%-111.0pp | 345.32%-340.7pp |
| Employer contribution / active EE | $3,693 | $6,371-42.0% | $5,614-34.2% | $4,762-22.5% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $63 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |