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 | $69,178 | $167,307-58.7% | $143,757-51.9% | $134,475-48.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.72% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,160 | $5,619-79.4% | $4,951-76.6% | $4,740-75.5% |
| Participant deferral / active EE | $1,538 | $6,446-76.1% | $5,637-72.7% | $6,400-76.0% |
| Admin fee / account holder | $55 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |