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 | $225,664 | $183,519+23.0% | $155,509+45.1% | $145,922+54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -1.56% | 61.17%-62.7pp | 64.67%-66.2pp | 561.29%-562.8pp |
| Employer contribution / active EE | $2,109 | $5,313-60.3% | $4,672-54.9% | $4,660-54.7% |
| Participant deferral / active EE | $1,787 | $6,462-72.4% | $5,626-68.2% | $6,688-73.3% |
| Admin fee / account holder | $37 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |