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 | $83,093 | $102,604-19.0% | $86,188-3.6% | $139,434-40.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.54% | 1922.51%-1918.0pp | 1168.45%-1163.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $4,286 | $3,032+41.3% | $2,380+80.1% | $4,751-9.8% |
| Participant deferral / active EE | $766 | $4,676-83.6% | $3,985-80.8% | $6,710-88.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |