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 | $58,678 | $177,572-67.0% | $154,803-62.1% | $142,382-58.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.38% | 65.07%-61.7pp | 58.88%-55.5pp | 217.08%-213.7pp |
| Employer contribution / active EE | $915 | $4,810-81.0% | $4,305-78.7% | $4,299-78.7% |
| Participant deferral / active EE | $960 | $6,272-84.7% | $5,540-82.7% | $6,507-85.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |