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 | $36,519 | $183,519-80.1% | $155,509-76.5% | $145,922-75.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.29% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,595 | $5,313-70.0% | $4,672-65.9% | $4,660-65.8% |
| Participant deferral / active EE | $1,670 | $6,462-74.2% | $5,626-70.3% | $6,688-75.0% |
| Admin fee / account holder | $10 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |