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 | $36,156 | $96,557-62.6% | $80,975-55.3% | $273,961-86.8% |
| Participation rate | 81.3% | 79.1%+2.2pp | 75.8%+5.4pp | 83.0%-1.8pp |
| Annual return | -1.73% | 15.14%-16.9pp | 17.10%-18.8pp | 41.45%-43.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,171 | $6,598-82.2% | $5,696-79.4% | $5,287-77.8% |
| Admin fee / account holder | $273 | $7,492-96.4% | $5,516-95.1% | $10,132-97.3% |