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 | $36,619 | $133,958-72.7% | $112,228-67.4% | $134,475-72.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -23.74% | 47.11%-70.9pp | 27.45%-51.2pp | 417.96%-441.7pp |
| Employer contribution / active EE | $904 | $4,038-77.6% | $3,635-75.1% | $4,740-80.9% |
| Participant deferral / active EE | $1,357 | $5,291-74.4% | $4,728-71.3% | $6,400-78.8% |
| Admin fee / account holder | $200 | $7,489-97.3% | $6,410-96.9% | $11,426-98.2% |