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 9-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 | $134,898 | $106,115+27.1% | $85,969+56.9% | $125,391+7.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.05% | 13.93%-18.0pp | 9.32%-13.4pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,702 | $4,537-40.5% | $3,474-22.2% | $4,866-44.5% |
| Participant deferral / active EE | $1,050 | $4,859-78.4% | $3,829-72.6% | $5,352-80.4% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |