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 7-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 | $24,141 | $202,432-88.1% | $169,368-85.7% | $139,434-82.7% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 7.93% | 531.74%-523.8pp | 405.60%-397.7pp | 372.94%-365.0pp |
| Employer contribution / active EE | $893 | $4,692-81.0% | $4,013-77.7% | $4,751-81.2% |
| Participant deferral / active EE | $137 | $6,938-98.0% | $6,221-97.8% | $6,710-98.0% |
| Admin fee / account holder | $235 | $10,708-97.8% | $9,003-97.4% | $11,403-97.9% |