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 | $101,976 | $159,901-36.2% | $146,958-30.6% | $145,922-30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.35% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,908 | $5,286-45.0% | $4,933-41.0% | $4,660-37.6% |
| Participant deferral / active EE | $1,866 | $8,428-77.9% | $8,070-76.9% | $6,688-72.1% |
| Admin fee / account holder | $255 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |