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 7-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 | $17,495 | $115,770-84.9% | $101,248-82.7% | $158,922-89.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 5.16% | 56.14%-51.0pp | 46.47%-41.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $6,715 | $4,175+60.9% | $3,660+83.5% | $4,761+41.0% |
| Participant deferral / active EE | $1,195 | $4,957-75.9% | $4,370-72.7% | $5,982-80.0% |
| Admin fee / account holder | $124 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |