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 3-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 | $21,849 | $106,584-79.5% | $101,326-78.4% | $142,382-84.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 12.33% | 36.93%-24.6pp | 36.82%-24.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,582 | $3,956-60.0% | $3,665-56.8% | $4,299-63.2% |
| Participant deferral / active EE | $2,120 | $8,297-74.4% | $7,994-73.5% | $6,507-67.4% |
| Admin fee / account holder | $149 | $11,446-98.7% | $11,185-98.7% | $12,624-98.8% |