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 | $73,027 | $124,185-41.2% | $108,410-32.6% | $167,490-56.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.86% | 1379.64%-1378.8pp | 905.27%-904.4pp | 478.56%-477.7pp |
| Employer contribution / active EE | $3,214 | $4,187-23.2% | $3,558-9.7% | $4,837-33.6% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $271 | $9,455-97.1% | $7,295-96.3% | $12,309-97.8% |