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 5-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 | $12,503 | $49,922-75.0% | $80,569-84.5% | $75,163-83.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -12.26% | 34.69%-46.9pp | 935.43%-947.7pp | 160.62%-172.9pp |
| Employer contribution / active EE | $4,158 | $1,698+144.8% | $2,723+52.7% | $2,670+55.7% |
| Participant deferral / active EE | $722 | $2,990-75.8% | $4,447-83.8% | $4,125-82.5% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |