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 | $28,154 | $81,248-65.3% | $155,509-81.9% | $80,856-65.2% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 5.68% | 33.31%-27.6pp | 64.67%-59.0pp | 35.59%-29.9pp |
| Employer contribution / active EE | $3,775 | $3,100+21.8% | $4,672-19.2% | $2,755+37.0% |
| Participant deferral / active EE | $141 | $3,452-95.9% | $5,626-97.5% | $4,296-96.7% |
| Admin fee / account holder | $168 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |