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 6-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 | $47,997 | $98,750-51.4% | $149,696-67.9% | $79,858-39.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.61% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,048 | $3,216-5.2% | $4,644-34.4% | $2,471+23.3% |
| Participant deferral / active EE | $246 | $5,680-95.7% | $6,842-96.4% | $3,740-93.4% |
| Admin fee / account holder | $267 | $6,053-95.6% | $9,309-97.1% | $5,306-95.0% |