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 | $162,548 | $133,922+21.4% | $116,228+39.9% | $142,382+14.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 4.88% | 147.76%-142.9pp | 90.06%-85.2pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,039 | $3,446-11.8% | $2,994+1.5% | $4,299-29.3% |
| Participant deferral / active EE | $808 | $5,672-85.8% | $4,953-83.7% | $6,507-87.6% |
| Admin fee / account holder | $207 | $14,945-98.6% | $11,989-98.3% | $12,624-98.4% |