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 | $97,935 | $167,483-41.5% | $115,752-15.4% | $147,584-33.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | -61.23% | 12.11%-73.3pp | 19.41%-80.6pp | 578.55%-639.8pp |
| Employer contribution / active EE | $13,500 | $4,960+172.2% | $3,492+286.6% | $4,876+176.8% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $257 | $13,069-98.0% | $6,278-95.9% | $10,885-97.6% |