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 8-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 | $146,707 | $111,724+31.3% | $93,606+56.7% | $145,922+0.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.90% | 202.98%-202.1pp | 133.20%-132.3pp | 561.29%-560.4pp |
| Employer contribution / active EE | $940 | $3,090-69.6% | $2,420-61.1% | $4,660-79.8% |
| Participant deferral / active EE | $1,135 | $4,912-76.9% | $4,411-74.3% | $6,688-83.0% |
| Admin fee / account holder | $233 | $10,250-97.7% | $8,285-97.2% | $13,397-98.3% |