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 | $67,338 | $124,319-45.8% | $111,297-39.5% | $167,490-59.8% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 1.14% | 37.44%-36.3pp | 54.65%-53.5pp | 478.56%-477.4pp |
| Employer contribution / active EE | $1,081 | $3,435-68.5% | $2,731-60.4% | $4,837-77.6% |
| Participant deferral / active EE | $1,181 | $5,180-77.2% | $4,487-73.7% | $6,341-81.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |