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 | $59,588 | $71,809-17.0% | $61,048-2.4% | $152,861-61.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 6.05% | 29.74%-23.7pp | 26.18%-20.1pp | 345.32%-339.3pp |
| Employer contribution / active EE | $5,270 | $4,545+16.0% | $3,716+41.8% | $4,762+10.7% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $42 | $4,750-99.1% | $3,728-98.9% | $11,596-99.6% |