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 7-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 | $41,197 | $109,817-62.5% | $98,442-58.2% | $167,490-75.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.30% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,914 | $3,224-9.6% | $2,960-1.6% | $4,837-39.8% |
| Participant deferral / active EE | $845 | $4,673-81.9% | $4,276-80.2% | $6,341-86.7% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |