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 | $62,534 | $103,376-39.5% | $87,100-28.2% | $152,861-59.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.06% | 28.10%-24.0pp | 28.19%-24.1pp | 345.32%-341.3pp |
| Employer contribution / active EE | $1,482 | $3,220-54.0% | $2,521-41.2% | $4,762-68.9% |
| Participant deferral / active EE | $370 | $4,778-92.3% | $4,049-90.9% | $5,850-93.7% |
| Admin fee / account holder | $19 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |