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 | $124,028 | $150,440-17.6% | $136,294-9.0% | $147,584-16.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.60% | 1049.08%-1041.5pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $16,623 | $5,256+216.3% | $4,695+254.0% | $4,876+240.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |