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 | $73,522 | $177,572-58.6% | $154,803-52.5% | $142,382-48.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 7.43% | 65.07%-57.6pp | 58.88%-51.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,450 | $4,810-69.9% | $4,305-66.3% | $4,299-66.3% |
| Participant deferral / active EE | $1,450 | $6,272-76.9% | $5,540-73.8% | $6,507-77.7% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |