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 | $0 | $160,055-100.0% | $140,016-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -13.60% | 911.38%-925.0pp | 651.12%-664.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $9,000 | $6,420+40.2% | $5,606+60.5% | $4,779+88.3% |
| Participant deferral / active EE | $1,201 | $7,642-84.3% | $6,927-82.7% | $5,609-78.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |