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 6-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 | $42,247 | $159,602-73.5% | $150,045-71.8% | $142,382-70.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.16% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,064 | $4,961-78.6% | $4,693-77.3% | $4,299-75.3% |
| Participant deferral / active EE | $1,064 | $8,310-87.2% | $7,997-86.7% | $6,507-83.6% |
| Admin fee / account holder | $262 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |