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 | $62,832 | $62,586+0.4% | $76,768-18.2% | $64,186-2.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.86% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,037 | $1,832+65.8% | $2,485+22.2% | $2,381+27.5% |
| Participant deferral / active EE | $613 | $3,145-80.5% | $3,852-84.1% | $3,470-82.3% |
| Admin fee / account holder | $155 | $4,667-96.7% | $6,675-97.7% | $4,888-96.8% |