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 4-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 | $28,862 | $177,572-83.7% | $154,803-81.4% | $142,382-79.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.00% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $14,434 | $4,810+200.0% | $4,305+235.2% | $4,299+235.7% |
| Participant deferral / active EE | $1,380 | $6,272-78.0% | $5,540-75.1% | $6,507-78.8% |
| Admin fee / account holder | $96 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |