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 | $14,295 | $90,503-84.2% | $78,689-81.8% | $273,961-94.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.51% | 75.60%-76.1pp | 62.18%-62.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $154 | $3,176-95.1% | $2,851-94.6% | $4,869-96.8% |
| Participant deferral / active EE | $213 | $3,901-94.5% | $3,517-93.9% | $5,287-96.0% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |