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 | $24,720 | $124,319-80.1% | $111,297-77.8% | $167,490-85.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.66% | 37.44%-28.8pp | 54.65%-46.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $11,288 | $3,435+228.6% | $2,731+313.3% | $4,837+133.3% |
| Participant deferral / active EE | $1,313 | $5,180-74.7% | $4,487-70.8% | $6,341-79.3% |
| Admin fee / account holder | $46 | $10,618-99.6% | $7,964-99.4% | $12,309-99.6% |