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 | $26,568 | $165,335-83.9% | $149,696-82.3% | $158,922-83.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.02% | 348.15%-343.1pp | 276.60%-271.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,917 | $5,103-62.4% | $4,644-58.7% | $4,761-59.7% |
| Participant deferral / active EE | $1,917 | $7,181-73.3% | $6,842-72.0% | $5,982-68.0% |
| Admin fee / account holder | $109 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |