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.
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 | $103,822 | $180,449-42.5% | $154,107-32.6% | $135,375-23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.12% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.9pp |
| Employer contribution / active EE | $596 | $6,035-90.1% | $5,298-88.7% | $4,779-87.5% |
| Participant deferral / active EE | $6,167 | $5,806+6.2% | $5,081+21.4% | $5,609+9.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |