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 | $7,894 | $32,037-75.4% | $69,182-88.6% | $62,891-87.4% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 1.63% | 15.16%-13.5pp | -21.93%+23.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $4,698 | $679+591.8% | $1,206+289.5% | $2,281+106.0% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16 | $2,608-99.4% | $2,697-99.4% | $4,296-99.6% |