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 | $35,965 | $179,726-80.0% | $156,263-77.0% | $142,382-74.7% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 9.78% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,359 | $5,069-73.2% | $4,333-68.6% | $4,299-68.4% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |