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 8-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 | $20,389 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.04% | 70.24%-67.2pp | 62.55%-59.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $4,116 | $4,961-17.0% | $4,693-12.3% | $4,299-4.3% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |