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 | $35,631 | $85,790-58.5% | $67,313-47.1% | $135,375-73.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.24% | -0.54%-9.7pp | -4.08%-6.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $10,895 | $3,487+212.4% | $2,566+324.6% | $4,779+128.0% |
| Participant deferral / active EE | $650 | $4,651-86.0% | $3,568-81.8% | $5,609-88.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |