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 5-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 | $22,852 | $76,738-70.2% | $56,411-59.5% | $145,922-84.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.14% | 2994.23%-2989.1pp | 1701.33%-1696.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $8,464 | $1,380+513.4% | $1,039+714.9% | $4,660+81.6% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $183 | $3,334-94.5% | $2,829-93.5% | $13,397-98.6% |