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 6-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 | $36,678 | $124,185-70.5% | $108,410-66.2% | $167,490-78.1% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 7.59% | 1379.64%-1372.1pp | 905.27%-897.7pp | 478.56%-471.0pp |
| Employer contribution / active EE | $15,246 | $4,187+264.2% | $3,558+328.5% | $4,837+215.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $119 | $9,455-98.7% | $7,295-98.4% | $12,309-99.0% |