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 | $33,199 | $101,069-67.2% | $81,478-59.3% | $147,584-77.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.74% | 32.40%-31.7pp | 38.78%-38.0pp | 578.55%-577.8pp |
| Employer contribution / active EE | $5,217 | $3,205+62.8% | $2,568+103.2% | $4,876+7.0% |
| Participant deferral / active EE | $116 | $4,242-97.3% | $3,537-96.7% | $5,439-97.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |