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 | $167,011 | $755,339-77.9% | $379,746-56.0% | $158,922+5.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -7.70% | 53.41%-61.1pp | 34.90%-42.6pp | 302.83%-310.5pp |
| Employer contribution / active EE | $1,820 | $4,685-61.2% | $3,540-48.6% | $4,761-61.8% |
| Participant deferral / active EE | $2,275 | $7,938-71.3% | $6,024-62.2% | $5,982-62.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |