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 | $211,012 | $76,552+175.6% | $123,892+70.3% | $62,891+235.5% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 1.16% | 18.68%-17.5pp | 47.52%-46.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $651 | $4,840-86.5% | $5,984-89.1% | $3,203-79.7% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |