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 | $60,885 | $118,680-48.7% | $98,907-38.4% | $158,922-61.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 2.15% | 372.35%-370.2pp | 196.43%-194.3pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,169 | $3,333-64.9% | $2,689-56.5% | $4,761-75.4% |
| Participant deferral / active EE | $651 | $5,088-87.2% | $4,244-84.7% | $5,982-89.1% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |