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 9-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 | $62,962 | $203,436-69.1% | $152,466-58.7% | $167,490-62.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 6.67% | 13.80%-7.1pp | 757.33%-750.7pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,221 | $5,220-76.6% | $4,327-71.8% | $4,837-74.8% |
| Participant deferral / active EE | $1,861 | $6,716-72.3% | $5,820-68.0% | $6,341-70.7% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |