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 8-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 | $233,122 | $185,822+25.5% | $169,993+37.1% | $139,434+67.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.22% | 60.50%-62.7pp | 53.37%-55.6pp | 372.94%-375.2pp |
| Employer contribution / active EE | $14,158 | $7,590+86.5% | $6,785+108.7% | $4,751+198.0% |
| Participant deferral / active EE | $1,500 | $11,622-87.1% | $10,408-85.6% | $6,710-77.6% |
| Admin fee / account holder | $59 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |