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 | $13,083 | $48,795-73.2% | $65,493-80.0% | $84,808-84.6% |
| Participation rate | 86.2% | 67.0%+19.2pp | 73.1%+13.1pp | 68.3%+17.9pp |
| Annual return | 5.73% | 20.20%-14.5pp | 982.45%-976.7pp | 40.90%-35.2pp |
| Employer contribution / active EE | $564 | $1,930-70.8% | $2,574-78.1% | $2,631-78.6% |
| Participant deferral / active EE | $756 | $2,928-74.2% | $3,961-80.9% | $4,212-82.1% |
| Admin fee / account holder | $293 | $3,877-92.4% | $5,028-94.2% | $7,344-96.0% |