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 | $176,443 | $135,952+29.8% | $123,892+42.4% | $273,961-35.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.82% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.6pp |
| Employer contribution / active EE | $12,906 | $5,170+149.6% | $4,617+179.5% | $4,869+165.1% |
| Participant deferral / active EE | $1,200 | $6,343-81.1% | $5,984-79.9% | $5,287-77.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |