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 | $141,272 | $197,591-28.5% | $177,821-20.6% | $158,922-11.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 4.26% | 58.76%-54.5pp | 48.32%-44.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $4,834 | $6,697-27.8% | $5,918-18.3% | $4,761+1.5% |
| Participant deferral / active EE | $3,014 | $8,405-64.1% | $7,714-60.9% | $5,982-49.6% |
| Admin fee / account holder | $5 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |