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 | $63,610 | $177,572-64.2% | $154,803-58.9% | $142,382-55.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 10.50% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,191 | $4,810-54.5% | $4,305-49.1% | $4,299-49.0% |
| Participant deferral / active EE | $1,183 | $6,272-81.1% | $5,540-78.7% | $6,507-81.8% |
| Admin fee / account holder | $56 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |