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 | $189,040 | $114,381+65.3% | $107,525+75.8% | $142,382+32.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -8.45% | 242.71%-251.2pp | 181.32%-189.8pp | 217.08%-225.5pp |
| Employer contribution / active EE | $1,084 | $4,015-73.0% | $3,754-71.1% | $4,299-74.8% |
| Participant deferral / active EE | $1,084 | $5,564-80.5% | $5,116-78.8% | $6,507-83.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |