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.
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 | $104,852 | $96,635+8.5% | $86,612+21.1% | $139,434-24.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -9.65% | 106.41%-116.1pp | 591.07%-600.7pp | 372.94%-382.6pp |
| Employer contribution / active EE | $426 | $3,263-86.9% | $3,022-85.9% | $4,751-91.0% |
| Participant deferral / active EE | $508 | $4,836-89.5% | $4,438-88.6% | $6,710-92.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |