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 9-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 | $48,606 | $185,200-73.8% | $142,863-66.0% | $167,490-71.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 4.72% | 8555.70%-8551.0pp | 5637.54%-5632.8pp | 478.56%-473.8pp |
| Employer contribution / active EE | $16,170 | $5,604+188.5% | $4,144+290.2% | $4,837+234.3% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $234 | $8,031-97.1% | $6,560-96.4% | $12,309-98.1% |