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 7-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 | $111,283 | $109,817+1.3% | $98,442+13.0% | $167,490-33.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -13.92% | 1956.69%-1970.6pp | 1492.73%-1506.6pp | 478.56%-492.5pp |
| Employer contribution / active EE | $220 | $3,224-93.2% | $2,960-92.6% | $4,837-95.5% |
| Participant deferral / active EE | $220 | $4,673-95.3% | $4,276-94.9% | $6,341-96.5% |
| Admin fee / account holder | $123 | $6,753-98.2% | $5,949-97.9% | $12,309-99.0% |