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 | $17,734 | $124,281-85.7% | $109,143-83.8% | $167,490-89.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.31% | 26.04%-25.7pp | 25.75%-25.4pp | 478.56%-478.2pp |
| Employer contribution / active EE | $3,571 | $4,207-15.1% | $3,722-4.0% | $4,837-26.2% |
| Participant deferral / active EE | $396 | $5,255-92.5% | $4,653-91.5% | $6,341-93.7% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |