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 3-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 | $10,604 | $72,400-85.4% | $67,502-84.3% | $145,922-92.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.02% | 7182.46%-7180.4pp | 3512.12%-3510.1pp | 561.29%-559.3pp |
| Employer contribution / active EE | $4,854 | $3,069+58.2% | $2,731+77.7% | $4,660+4.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9 | $5,539-99.8% | $3,998-99.8% | $13,397-99.9% |