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 | $157,372 | $138,065+14.0% | $123,544+27.4% | $135,375+16.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.71% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $36,000 | $5,151+598.8% | $4,628+677.9% | $4,779+653.3% |
| Participant deferral / active EE | $575 | $6,799-91.5% | $6,426-91.1% | $5,609-89.7% |
| Admin fee / account holder | $290 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |