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 | $45,864 | $185,822-75.3% | $169,993-73.0% | $139,434-67.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.44% | 60.50%-54.1pp | 53.37%-46.9pp | 372.94%-366.5pp |
| Employer contribution / active EE | $2,553 | $7,590-66.4% | $6,785-62.4% | $4,751-46.3% |
| Participant deferral / active EE | $2,284 | $11,622-80.3% | $10,408-78.1% | $6,710-66.0% |
| Admin fee / account holder | $7 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |