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 4-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 | $43,546 | $201,272-78.4% | $184,203-76.4% | $145,922-70.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.19% | 29.00%-22.8pp | 28.81%-22.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $13,501 | $7,022+92.3% | $6,427+110.1% | $4,660+189.8% |
| Participant deferral / active EE | $880 | $9,806-91.0% | $9,131-90.4% | $6,688-86.8% |
| Admin fee / account holder | $88 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |