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 8-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 | $80,901 | $159,901-49.4% | $146,958-44.9% | $145,922-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.74% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,602 | $5,286+24.9% | $4,933+33.8% | $4,660+41.7% |
| Participant deferral / active EE | $1,750 | $8,428-79.2% | $8,070-78.3% | $6,688-73.8% |
| Admin fee / account holder | $291 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |