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 | $158,634 | $179,726-11.7% | $156,263+1.5% | $142,382+11.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | -1.26% | 77.86%-79.1pp | 59.47%-60.7pp | 217.08%-218.3pp |
| Employer contribution / active EE | $1,243 | $5,069-75.5% | $4,333-71.3% | $4,299-71.1% |
| Participant deferral / active EE | $1,472 | $6,956-78.8% | $6,158-76.1% | $6,507-77.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |