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 | $36,532 | $72,277-49.5% | $101,248-63.9% | $79,858-54.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.73% | 22.30%-14.6pp | 46.47%-38.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $859 | $2,692-68.1% | $3,660-76.5% | $2,471-65.2% |
| Participant deferral / active EE | $658 | $3,282-80.0% | $4,370-85.0% | $3,740-82.4% |
| Admin fee / account holder | $248 | $4,400-94.4% | $5,945-95.8% | $5,306-95.3% |