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 | $40,200 | $197,591-79.7% | $177,821-77.4% | $158,922-74.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.14% | 58.76%-55.6pp | 48.32%-45.2pp | 302.83%-299.7pp |
| Employer contribution / active EE | $4,211 | $6,697-37.1% | $5,918-28.9% | $4,761-11.6% |
| Participant deferral / active EE | $1,350 | $8,405-83.9% | $7,714-82.5% | $5,982-77.4% |
| Admin fee / account holder | $264 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |