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 6-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 | $24,727 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -21.20% | 750.33%-771.5pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $27 | $5,243-99.5% | $4,814-99.4% | $4,740-99.4% |
| Participant deferral / active EE | $10,365 | $7,799+32.9% | $7,446+39.2% | $6,400+62.0% |
| Admin fee / account holder | $10 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |