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 | $25,536 | $105,859-75.9% | $90,160-71.7% | $147,584-82.7% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | -11.65% | 37.63%-49.3pp | 34.88%-46.5pp | 578.55%-590.2pp |
| Employer contribution / active EE | $537 | $4,126-87.0% | $3,318-83.8% | $4,876-89.0% |
| Participant deferral / active EE | $537 | $5,733-90.6% | $5,288-89.8% | $5,439-90.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |