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 | $218,721 | $183,963+18.9% | $162,163+34.9% | $152,861+43.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.41% | 150.76%-138.4pp | 115.59%-103.2pp | 345.32%-332.9pp |
| Employer contribution / active EE | $4,771 | $6,371-25.1% | $5,614-15.0% | $4,762+0.2% |
| Participant deferral / active EE | $2,464 | $8,034-69.3% | $7,298-66.2% | $5,850-57.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |