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 8-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 | $22,016 | $87,540-74.8% | $75,781-70.9% | $125,391-82.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.42% | 13.48%-18.9pp | 9.68%-15.1pp | 282.22%-287.6pp |
| Employer contribution / active EE | $727 | $3,930-81.5% | $3,323-78.1% | $4,866-85.1% |
| Participant deferral / active EE | $727 | $4,229-82.8% | $3,651-80.1% | $5,352-86.4% |
| Admin fee / account holder | $33 | $6,502-99.5% | $5,299-99.4% | $9,540-99.7% |