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 10-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 | $16,517 | $59,101-72.1% | $77,163-78.6% | $75,163-78.0% |
| Participation rate | 98.4% | 63.9%+34.6pp | 69.6%+28.8pp | 67.2%+31.2pp |
| Annual return | 6.43% | 26.71%-20.3pp | 37.87%-31.4pp | 160.62%-154.2pp |
| Employer contribution / active EE | $2,683 | $1,995+34.5% | $2,535+5.8% | $2,670+0.5% |
| Participant deferral / active EE | $893 | $2,999-70.2% | $3,833-76.7% | $4,125-78.3% |
| Admin fee / account holder | $188 | $4,774-96.1% | $5,472-96.6% | $5,651-96.7% |