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 8-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 | $137,235 | $175,202-21.7% | $149,673-8.3% | $139,434-1.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.07% | 166.71%-164.6pp | 134.42%-132.3pp | 372.94%-370.9pp |
| Employer contribution / active EE | $19,244 | $5,474+251.5% | $4,818+299.4% | $4,751+305.1% |
| Participant deferral / active EE | $1,050 | $6,519-83.9% | $5,680-81.5% | $6,710-84.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |