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 | $53,384 | $153,772-65.3% | $133,980-60.2% | $273,961-80.5% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 2.44% | 36.51%-34.1pp | 29.30%-26.9pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,929 | $6,029-68.0% | $5,211-63.0% | $4,869-60.4% |
| Participant deferral / active EE | $2,031 | $6,958-70.8% | $6,282-67.7% | $5,287-61.6% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |