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 | $17,677 | $27,915-36.7% | $58,482-69.8% | $75,163-76.5% |
| Participation rate | 89.2% | 38.8%+50.4pp | 50.9%+38.3pp | 67.2%+22.0pp |
| Annual return | 8.84% | 44.20%-35.4pp | 4239.32%-4230.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $3,750 | $669+460.5% | $1,053+256.0% | $2,670+40.5% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $164 | $1,726-90.5% | $2,516-93.5% | $5,651-97.1% |