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 | $54,468 | $124,281-56.2% | $109,143-50.1% | $167,490-67.5% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 9.06% | 26.04%-17.0pp | 25.75%-16.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $11,651 | $4,207+176.9% | $3,722+213.0% | $4,837+140.8% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $208 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |