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 9-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 | $19,400 | $85,790-77.4% | $67,313-71.2% | $135,375-85.7% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -13.91% | -0.54%-13.4pp | -4.08%-9.8pp | 519.73%-533.6pp |
| Employer contribution / active EE | $9,347 | $3,487+168.0% | $2,566+264.3% | $4,779+95.6% |
| Participant deferral / active EE | $168 | $4,651-96.4% | $3,568-95.3% | $5,609-97.0% |
| Admin fee / account holder | $20 | $6,392-99.7% | $4,507-99.5% | $10,827-99.8% |