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.
Employer 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 | $227,521 | $74,888+203.8% | $71,209+219.5% | $142,382+59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -5.03% | 345.14%-350.2pp | 282.51%-287.5pp | 217.08%-222.1pp |
| Employer contribution / active EE | $105 | $2,854-96.3% | $2,721-96.1% | $4,299-97.6% |
| Participant deferral / active EE | $1,745 | $4,454-60.8% | $4,175-58.2% | $6,507-73.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |