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 | $89,724 | $201,272-55.4% | $184,203-51.3% | $145,922-38.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.84% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,550 | $7,022-77.9% | $6,427-75.9% | $4,660-66.7% |
| Participant deferral / active EE | $2,943 | $9,806-70.0% | $9,131-67.8% | $6,688-56.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |