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 | $0 | $87,540-100.0% | $75,781-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -11.11% | 13.48%-24.6pp | 9.68%-20.8pp | 282.22%-293.3pp |
| Employer contribution / active EE | $252 | $3,930-93.6% | $3,323-92.4% | $4,866-94.8% |
| Participant deferral / active EE | $2,972 | $4,229-29.7% | $3,651-18.6% | $5,352-44.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |