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 | $41,939 | $165,335-74.6% | $149,696-72.0% | $158,922-73.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.45% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,348 | $5,103-73.6% | $4,644-71.0% | $4,761-71.7% |
| Participant deferral / active EE | $203 | $7,181-97.2% | $6,842-97.0% | $5,982-96.6% |
| Admin fee / account holder | $229 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |