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 | $78,125 | $102,828-24.0% | $105,387-25.9% | $152,861-48.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.42% | 20.85%-14.4pp | 26.82%-20.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $4,088 | $4,473-8.6% | $4,213-3.0% | $4,762-14.2% |
| Participant deferral / active EE | $807 | $5,465-85.2% | $5,502-85.3% | $5,850-86.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |