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 | $61,315 | $69,207-11.4% | $64,056-4.3% | $139,434-56.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -8.34% | 45.88%-54.2pp | 33.69%-42.0pp | 372.94%-381.3pp |
| Employer contribution / active EE | $6,015 | $3,182+89.0% | $2,747+119.0% | $4,751+26.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $247 | $4,244-94.2% | $3,068-92.0% | $11,403-97.8% |