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.
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 | $41,670 | $159,602-73.9% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | -67.92% | 70.24%-138.2pp | 62.55%-130.5pp | 217.08%-285.0pp |
| Employer contribution / active EE | $1,889 | $4,961-61.9% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $1,889 | $8,310-77.3% | $7,997-76.4% | $6,507-71.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |