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 | $94,321 | $115,770-18.5% | $101,248-6.8% | $158,922-40.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | -0.46% | 56.14%-56.6pp | 46.47%-46.9pp | 302.83%-303.3pp |
| Employer contribution / active EE | $2,744 | $4,175-34.3% | $3,660-25.0% | $4,761-42.4% |
| Participant deferral / active EE | $1,250 | $4,957-74.8% | $4,370-71.4% | $5,982-79.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |