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 | $36,160 | $171,865-79.0% | $149,718-75.8% | $147,584-75.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.07% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $13,152 | $6,275+109.6% | $5,445+141.5% | $4,876+169.7% |
| Participant deferral / active EE | $806 | $7,271-88.9% | $6,569-87.7% | $5,439-85.2% |
| Admin fee / account holder | $46 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |