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 | $63,375 | $197,591-67.9% | $177,821-64.4% | $158,922-60.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.90% | 58.76%-59.7pp | 48.32%-49.2pp | 302.83%-303.7pp |
| Employer contribution / active EE | $2,069 | $6,697-69.1% | $5,918-65.0% | $4,761-56.5% |
| Participant deferral / active EE | $2,613 | $8,405-68.9% | $7,714-66.1% | $5,982-56.3% |
| Admin fee / account holder | $14 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |