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 8-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.
Employer 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 | $35,710 | $129,942-72.5% | $104,294-65.8% | $134,475-73.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -26.74% | 42.03%-68.8pp | 24.61%-51.4pp | 417.96%-444.7pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,000 | $5,588+114.8% | $4,625+159.5% | $6,400+87.5% |
| Admin fee / account holder | $286 | $9,323-96.9% | $7,339-96.1% | $11,426-97.5% |