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 | $160,544 | $198,466-19.1% | $170,442-5.8% | $147,584+8.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.24% | 257.29%-253.1pp | 205.93%-201.7pp | 578.55%-574.3pp |
| Employer contribution / active EE | $2,884 | $6,184-53.4% | $5,433-46.9% | $4,876-40.9% |
| Participant deferral / active EE | $779 | $5,629-86.2% | $4,939-84.2% | $5,439-85.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |