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 | $53,374 | $176,056-69.7% | $159,436-66.5% | $167,490-68.1% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 4.02% | 331.75%-327.7pp | 263.57%-259.5pp | 478.56%-474.5pp |
| Employer contribution / active EE | $11,022 | $5,297+108.1% | $4,829+128.2% | $4,837+127.8% |
| Participant deferral / active EE | $2,078 | $7,750-73.2% | $7,352-71.7% | $6,341-67.2% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |