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 | $34,076 | $148,534-77.1% | $135,903-74.9% | $139,434-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.47% | 79.19%-67.7pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,765 | $5,243-66.3% | $4,856-63.7% | $4,751-62.8% |
| Participant deferral / active EE | $1,610 | $8,100-80.1% | $7,758-79.2% | $6,710-76.0% |
| Admin fee / account holder | $182 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |