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 | $14,358 | $54,762-73.8% | $90,281-84.1% | $72,985-80.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.31% | 30.63%-15.3pp | 78.10%-62.8pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,659 | $2,092-20.7% | $2,854-41.9% | $2,440-32.0% |
| Participant deferral / active EE | $792 | $2,887-72.6% | $3,885-79.6% | $3,607-78.0% |
| Admin fee / account holder | $270 | $3,972-93.2% | $5,351-94.9% | $5,124-94.7% |