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 | $116,816 | $181,894-35.8% | $156,549-25.4% | $273,961-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.50% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $17,250 | $6,248+176.1% | $5,501+213.6% | $4,869+254.3% |
| Participant deferral / active EE | $1,500 | $5,550-73.0% | $4,871-69.2% | $5,287-71.6% |
| Admin fee / account holder | $266 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |