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 | $45,788 | $179,726-74.5% | $156,263-70.7% | $142,382-67.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.44% | 77.86%-70.4pp | 59.47%-52.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,926 | $5,069-62.0% | $4,333-55.6% | $4,299-55.2% |
| Participant deferral / active EE | $1,713 | $6,956-75.4% | $6,158-72.2% | $6,507-73.7% |
| Admin fee / account holder | $29 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |