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 | $35,453 | $201,272-82.4% | $184,203-80.8% | $145,922-75.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.77% | 29.00%-22.2pp | 28.81%-22.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,806 | $7,022-60.0% | $6,427-56.3% | $4,660-39.8% |
| Participant deferral / active EE | $2,663 | $9,806-72.8% | $9,131-70.8% | $6,688-60.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |