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 | $184,984 | $209,411-11.7% | $178,490+3.6% | $158,922+16.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.58% | 188.75%-183.2pp | 151.07%-145.5pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,917 | $5,706-66.4% | $5,011-61.7% | $4,761-59.7% |
| Participant deferral / active EE | $886 | $5,954-85.1% | $5,202-83.0% | $5,982-85.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |