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 | $113,779 | $197,591-42.4% | $177,821-36.0% | $158,922-28.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.03% | 58.76%-55.7pp | 48.32%-45.3pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,558 | $6,697-76.7% | $5,918-73.7% | $4,761-67.3% |
| Participant deferral / active EE | $2,181 | $8,405-74.0% | $7,714-71.7% | $5,982-63.5% |
| Admin fee / account holder | $32 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |