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 3-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 | $4,559 | $29,660-84.6% | $56,411-91.9% | $80,856-94.4% |
| Participation rate | 85.0% | 41.6%+43.4pp | 52.5%+32.5pp | 67.6%+17.4pp |
| Annual return | 2.64% | 35.23%-32.6pp | 1701.33%-1698.7pp | 35.59%-33.0pp |
| Employer contribution / active EE | $1,618 | $669+141.7% | $1,039+55.8% | $2,755-41.3% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |