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 | $34,819 | $157,256-77.9% | $141,162-75.3% | $152,861-77.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.31% | 64.32%-51.0pp | 71.39%-58.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,630 | $5,261-69.0% | $4,735-65.6% | $4,762-65.8% |
| Participant deferral / active EE | $1,300 | $7,109-81.7% | $6,709-80.6% | $5,850-77.8% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |