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 7-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 | $29,167 | $201,272-85.5% | $184,203-84.2% | $145,922-80.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.28% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,404 | $7,022-65.8% | $6,427-62.6% | $4,660-48.4% |
| Participant deferral / active EE | $2,747 | $9,806-72.0% | $9,131-69.9% | $6,688-58.9% |
| Admin fee / account holder | $280 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |