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 | $89,031 | $104,974-15.2% | $95,585-6.9% | $142,382-37.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 6.16% | 210.33%-204.2pp | 38.56%-32.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,796 | $2,779+36.6% | $2,527+50.3% | $4,299-11.7% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $72 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |