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 | $32,097 | $115,770-72.3% | $101,248-68.3% | $158,922-79.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | -3.37% | 56.14%-59.5pp | 46.47%-49.8pp | 302.83%-306.2pp |
| Employer contribution / active EE | $1,896 | $4,175-54.6% | $3,660-48.2% | $4,761-60.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $237 | $7,245-96.7% | $5,945-96.0% | $11,246-97.9% |