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 | $59,464 | $159,602-62.7% | $150,045-60.4% | $142,382-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.80% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $24,736 | $4,961+398.6% | $4,693+427.1% | $4,299+475.4% |
| Participant deferral / active EE | $1,590 | $8,310-80.9% | $7,997-80.1% | $6,507-75.6% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |