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 | $50,490 | $138,347-63.5% | $184,203-72.6% | $80,856-37.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.97% | 20.02%-11.0pp | 28.81%-19.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,993 | $4,850-58.9% | $6,427-69.0% | $2,755-27.7% |
| Participant deferral / active EE | $2,209 | $7,071-68.8% | $9,131-75.8% | $4,296-48.6% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |