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 9-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 | $32,869 | $228,332-85.6% | $185,823-82.3% | $158,922-79.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -28.88% | 40.80%-69.7pp | 35.95%-64.8pp | 302.83%-331.7pp |
| Employer contribution / active EE | $671 | $4,967-86.5% | $4,087-83.6% | $4,761-85.9% |
| Participant deferral / active EE | $679 | $6,415-89.4% | $5,632-88.0% | $5,982-88.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |