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 | $44,782 | $70,475-36.5% | $100,516-55.4% | $79,858-43.9% |
| Participation rate | 77.1% | 73.7%+3.5pp | 79.4%-2.3pp | 69.6%+7.5pp |
| Annual return | 6.45% | 21.90%-15.4pp | 30.89%-24.4pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,259 | $2,165+4.4% | $3,418-33.9% | $2,471-8.6% |
| Participant deferral / active EE | $1,898 | $5,181-63.4% | $6,270-69.7% | $3,740-49.2% |
| Admin fee / account holder | $186 | $4,478-95.8% | $8,081-97.7% | $5,306-96.5% |