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 | $60,708 | $157,256-61.4% | $141,162-57.0% | $152,861-60.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.86% | 64.32%-50.5pp | 71.39%-57.5pp | 345.32%-331.5pp |
| Employer contribution / active EE | $3,143 | $5,261-40.3% | $4,735-33.6% | $4,762-34.0% |
| Participant deferral / active EE | $1,587 | $7,109-77.7% | $6,709-76.3% | $5,850-72.9% |
| Admin fee / account holder | $221 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |