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 7-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 | $42,094 | $214,378-80.4% | $200,582-79.0% | $142,382-70.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 4.69% | 46.41%-41.7pp | 42.33%-37.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $4,625 | $6,841-32.4% | $6,419-27.9% | $4,299+7.6% |
| Participant deferral / active EE | $727 | $9,865-92.6% | $9,331-92.2% | $6,507-88.8% |
| Admin fee / account holder | $239 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |