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 | $38,177 | $77,419-50.7% | $69,455-45.0% | $152,861-75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.13% | 39.06%-34.9pp | 28.97%-24.8pp | 345.32%-341.2pp |
| Employer contribution / active EE | $1,523 | $3,315-54.1% | $2,779-45.2% | $4,762-68.0% |
| Participant deferral / active EE | $693 | $4,414-84.3% | $3,535-80.4% | $5,850-88.2% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |