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 | $83,035 | $183,519-54.8% | $155,509-46.6% | $145,922-43.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.21% | 61.17%-59.0pp | 64.67%-62.5pp | 561.29%-559.1pp |
| Employer contribution / active EE | $1,060 | $5,313-80.0% | $4,672-77.3% | $4,660-77.3% |
| Participant deferral / active EE | $1,060 | $6,462-83.6% | $5,626-81.2% | $6,688-84.2% |
| Admin fee / account holder | $26 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |