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 | $174,083 | $103,376+68.4% | $87,100+99.9% | $152,861+13.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 8.84% | 28.10%-19.3pp | 28.19%-19.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $6,250 | $3,220+94.1% | $2,521+147.9% | $4,762+31.2% |
| Participant deferral / active EE | $175 | $4,778-96.3% | $4,049-95.7% | $5,850-97.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |