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 3-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 | $34,024 | $159,602-78.7% | $150,045-77.3% | $142,382-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.84% | 70.24%-66.4pp | 62.55%-58.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $1,488 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $1,827 | $8,310-78.0% | $7,997-77.2% | $6,507-71.9% |
| Admin fee / account holder | $8 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |