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 9-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 | $99,526 | $115,770-14.0% | $101,248-1.7% | $158,922-37.4% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 1.81% | 56.14%-54.3pp | 46.47%-44.7pp | 302.83%-301.0pp |
| Employer contribution / active EE | $5,263 | $4,175+26.1% | $3,660+43.8% | $4,761+10.5% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $289 | $7,245-96.0% | $5,945-95.1% | $11,246-97.4% |