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 8-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.
Employer 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 | $57,500 | $87,013-33.9% | $106,213-45.9% | $80,856-28.9% |
| Participation rate | 98.0% | 70.4%+27.5pp | 75.3%+22.7pp | 67.6%+30.3pp |
| Annual return | -31.18% | 17.05%-48.2pp | 116.14%-147.3pp | 35.59%-66.8pp |
| Employer contribution / active EE | $509 | $2,395-78.7% | $3,171-83.9% | $2,755-81.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $204 | $8,431-97.6% | $11,033-98.2% | $6,918-97.1% |