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 | $89,355-100.0% | $141,162-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 14.31% | 111.85%-97.5pp | 71.39%-57.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,939 | $3,114-37.7% | $4,735-59.0% | $2,440-20.5% |
| Participant deferral / active EE | $2,197 | $5,418-59.5% | $6,709-67.3% | $3,607-39.1% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |