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 | $85,985 | $65,561+31.2% | $86,188-0.2% | $75,163+14.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.62% | 46.05%-35.4pp | 1168.45%-1157.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $2,333 | $1,553+50.3% | $2,380-2.0% | $2,670-12.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $295 | $5,474-94.6% | $6,852-95.7% | $5,651-94.8% |