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 | $71,255 | $159,901-55.4% | $146,958-51.5% | $145,922-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.33% | 98.13%-93.8pp | 418.34%-414.0pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,672 | $5,286-68.4% | $4,933-66.1% | $4,660-64.1% |
| Participant deferral / active EE | $693 | $8,428-91.8% | $8,070-91.4% | $6,688-89.6% |
| Admin fee / account holder | $210 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |