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 | $193,243 | $165,335+16.9% | $149,696+29.1% | $158,922+21.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.26% | 348.15%-342.9pp | 276.60%-271.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $5,330 | $5,103+4.4% | $4,644+14.8% | $4,761+11.9% |
| Participant deferral / active EE | $350 | $7,181-95.1% | $6,842-94.9% | $5,982-94.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |