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 | $106,288 | $116,175-8.5% | $93,606+13.5% | $152,861-30.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 7.35% | 35.96%-28.6pp | 32.76%-25.4pp | 345.32%-338.0pp |
| Employer contribution / active EE | $2,434 | $3,218-24.4% | $2,718-10.5% | $4,762-48.9% |
| Participant deferral / active EE | $628 | $4,603-86.4% | $4,069-84.6% | $5,850-89.3% |
| Admin fee / account holder | $92 | $10,748-99.1% | $7,888-98.8% | $11,596-99.2% |