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 | $33,492 | $86,929-61.5% | $102,423-67.3% | $80,856-58.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.14% | 18.88%-10.7pp | 29.32%-21.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,841 | $2,369-22.3% | $3,023-39.1% | $2,755-33.2% |
| Participant deferral / active EE | $569 | $4,118-86.2% | $5,053-88.7% | $4,296-86.8% |
| Admin fee / account holder | $275 | $8,049-96.6% | $9,451-97.1% | $6,918-96.0% |