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 | $31,580 | $201,272-84.3% | $184,203-82.9% | $145,922-78.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.91% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,728 | $7,022-75.4% | $6,427-73.1% | $4,660-62.9% |
| Participant deferral / active EE | $269 | $9,806-97.3% | $9,131-97.1% | $6,688-96.0% |
| Admin fee / account holder | $220 | $16,364-98.7% | $13,901-98.4% | $13,397-98.4% |