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 | $32,512 | $110,257-70.5% | $96,544-66.3% | $139,434-76.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -17.30% | 26.32%-43.6pp | 25.84%-43.1pp | 372.94%-390.2pp |
| Employer contribution / active EE | $1,209 | $3,620-66.6% | $2,965-59.2% | $4,751-74.6% |
| Participant deferral / active EE | $267 | $5,548-95.2% | $4,851-94.5% | $6,710-96.0% |
| Admin fee / account holder | $126 | $11,591-98.9% | $8,252-98.5% | $11,403-98.9% |