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 | $129,222 | $76,552+68.8% | $123,892+4.3% | $62,891+105.5% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | -1.59% | 18.68%-20.3pp | 47.52%-49.1pp | 20.14%-21.7pp |
| Employer contribution / active EE | $5,107 | $2,883+77.2% | $4,617+10.6% | $2,281+123.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $265 | $4,826-94.5% | $8,357-96.8% | $4,296-93.8% |