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 | $60,844 | $79,944-23.9% | $98,439-38.2% | $75,163-19.1% |
| Participation rate | 93.3% | 70.4%+23.0pp | 75.2%+18.2pp | 67.2%+26.1pp |
| Annual return | 10.09% | 19.75%-9.7pp | 21.16%-11.1pp | 160.62%-150.5pp |
| Employer contribution / active EE | $596 | $2,264-73.7% | $3,048-80.4% | $2,670-77.7% |
| Participant deferral / active EE | $1,445 | $3,752-61.5% | $4,738-69.5% | $4,125-65.0% |
| Admin fee / account holder | $15 | $6,840-99.8% | $8,948-99.8% | $5,651-99.7% |