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 4-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 | $13,452 | $111,724-88.0% | $93,606-85.6% | $145,922-90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.88% | 202.98%-198.1pp | 133.20%-128.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,254 | $3,090-59.4% | $2,420-48.2% | $4,660-73.1% |
| Participant deferral / active EE | $178 | $4,912-96.4% | $4,411-96.0% | $6,688-97.3% |
| Admin fee / account holder | $245 | $10,250-97.6% | $8,285-97.0% | $13,397-98.2% |