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 3-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 | $9,059 | $110,261-91.8% | $95,745-90.5% | $139,434-93.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 8.35% | 27.11%-18.8pp | 28.35%-20.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $3,933 | $3,257+20.7% | $2,835+38.8% | $4,751-17.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |