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 | $59,528 | $138,044-56.9% | $125,339-52.5% | $134,475-55.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.79% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,696 | $5,243-48.6% | $4,814-44.0% | $4,740-43.1% |
| Participant deferral / active EE | $2,262 | $7,799-71.0% | $7,446-69.6% | $6,400-64.7% |
| Admin fee / account holder | $155 | $11,571-98.7% | $10,010-98.4% | $11,426-98.6% |