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 | $24,743 | $49,025-49.5% | $87,507-71.7% | $62,891-60.7% |
| Participation rate | 96.6% | 64.9%+31.7pp | 73.8%+22.7pp | 69.3%+27.2pp |
| Annual return | 2.46% | 10.02%-7.6pp | 12.21%-9.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,145 | $1,372-16.5% | $2,550-55.1% | $2,281-49.8% |
| Participant deferral / active EE | $235 | $2,289-89.8% | $3,149-92.5% | $3,203-92.7% |
| Admin fee / account holder | $32 | $4,065-99.2% | $4,221-99.3% | $4,296-99.3% |