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 | $69,233 | $63,346+9.3% | $92,233-24.9% | $70,131-1.3% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 2.91% | 530.12%-527.2pp | 176.28%-173.4pp | 73.14%-70.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $624 | $2,854-78.1% | $3,897-84.0% | $3,332-81.3% |
| Admin fee / account holder | $15 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |