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 | $114,854 | $102,966+11.5% | $90,281+27.2% | $152,861-24.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -2.71% | 95.16%-97.9pp | 78.10%-80.8pp | 345.32%-348.0pp |
| Employer contribution / active EE | $327 | $3,139-89.6% | $2,854-88.5% | $4,762-93.1% |
| Participant deferral / active EE | $327 | $4,281-92.4% | $3,885-91.6% | $5,850-94.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |