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 | $41,241 | $228,332-81.9% | $185,823-77.8% | $158,922-74.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 3.62% | 40.80%-37.2pp | 35.95%-32.3pp | 302.83%-299.2pp |
| Employer contribution / active EE | $974 | $4,967-80.4% | $4,087-76.2% | $4,761-79.5% |
| Participant deferral / active EE | $557 | $6,415-91.3% | $5,632-90.1% | $5,982-90.7% |
| Admin fee / account holder | $143 | $11,864-98.8% | $9,500-98.5% | $11,246-98.7% |