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 | $168,863 | $180,449-6.4% | $154,107+9.6% | $135,375+24.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $21,317 | $6,035+253.2% | $5,298+302.4% | $4,779+346.1% |
| Participant deferral / active EE | $1,000 | $5,806-82.8% | $5,081-80.3% | $5,609-82.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |