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 | $37,120 | $214,378-82.7% | $200,582-81.5% | $142,382-73.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.20% | 46.41%-39.2pp | 42.33%-35.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,043 | $6,841-70.1% | $6,419-68.2% | $4,299-52.5% |
| Participant deferral / active EE | $950 | $9,865-90.4% | $9,331-89.8% | $6,507-85.4% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |