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 | $58,415 | $116,175-49.7% | $93,606-37.6% | $152,861-61.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 4.00% | 35.96%-32.0pp | 32.76%-28.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $1,248 | $3,218-61.2% | $2,718-54.1% | $4,762-73.8% |
| Participant deferral / active EE | $849 | $4,603-81.6% | $4,069-79.1% | $5,850-85.5% |
| Admin fee / account holder | $20 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |