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 7-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 | $27,639 | $158,398-82.6% | $126,539-78.2% | $142,382-80.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 5.19% | 593.76%-588.6pp | 425.95%-420.8pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,067 | $4,650-77.1% | $3,674-71.0% | $4,299-75.2% |
| Participant deferral / active EE | $21 | $4,767-99.6% | $4,083-99.5% | $6,507-99.7% |
| Admin fee / account holder | $206 | $6,918-97.0% | $6,065-96.6% | $12,624-98.4% |