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 | $194,107 | $214,378-9.5% | $200,582-3.2% | $142,382+36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.73% | 46.41%-39.7pp | 42.33%-35.6pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,923 | $6,841-71.9% | $6,419-70.0% | $4,299-55.3% |
| Participant deferral / active EE | $2,281 | $9,865-76.9% | $9,331-75.6% | $6,507-64.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |