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 8-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 | $20,401 | $99,877-79.6% | $84,966-76.0% | $145,922-86.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.19% | 83.76%-78.6pp | 66.38%-61.2pp | 561.29%-556.1pp |
| Employer contribution / active EE | $12,103 | $3,231+274.5% | $2,727+343.8% | $4,660+159.7% |
| Participant deferral / active EE | $867 | $5,291-83.6% | $4,519-80.8% | $6,688-87.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |