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 | $222,874 | $209,411+6.4% | $178,490+24.9% | $158,922+40.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -27.30% | 188.75%-216.1pp | 151.07%-178.4pp | 302.83%-330.1pp |
| Employer contribution / active EE | $9,634 | $5,706+68.8% | $5,011+92.3% | $4,761+102.3% |
| Participant deferral / active EE | $575 | $5,954-90.3% | $5,202-88.9% | $5,982-90.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |