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 | $48,419 | $157,256-69.2% | $141,162-65.7% | $152,861-68.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 5.35% | 64.32%-59.0pp | 71.39%-66.0pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,211 | $5,261-77.0% | $4,735-74.4% | $4,762-74.6% |
| Participant deferral / active EE | $2,200 | $7,109-69.1% | $6,709-67.2% | $5,850-62.4% |
| Admin fee / account holder | $297 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |