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 | $37,804 | $214,378-82.4% | $200,582-81.2% | $142,382-73.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 10.48% | 46.41%-35.9pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,087 | $6,841-69.5% | $6,419-67.5% | $4,299-51.4% |
| Participant deferral / active EE | $244 | $9,865-97.5% | $9,331-97.4% | $6,507-96.2% |
| Admin fee / account holder | $137 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |