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 6-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 | $7,313 | $56,053-87.0% | $75,972-90.4% | $80,856-91.0% |
| Participation rate | 97.8% | 62.0%+35.8pp | 69.1%+28.8pp | 67.6%+30.2pp |
| Annual return | -4.47% | 20.53%-25.0pp | 359.55%-364.0pp | 35.59%-40.1pp |
| Employer contribution / active EE | $392 | $1,874-79.1% | $2,685-85.4% | $2,755-85.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $208 | $5,234-96.0% | $6,467-96.8% | $6,918-97.0% |