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 | $227,972 | $201,272+13.3% | $184,203+23.8% | $145,922+56.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.50% | 29.00%-22.5pp | 28.81%-22.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,670 | $7,022-76.2% | $6,427-74.0% | $4,660-64.2% |
| Participant deferral / active EE | $2,284 | $9,806-76.7% | $9,131-75.0% | $6,688-65.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |