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 5-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 | $24,658 | $183,519-86.6% | $155,509-84.1% | $145,922-83.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -38.25% | 61.17%-99.4pp | 64.67%-102.9pp | 561.29%-599.5pp |
| Employer contribution / active EE | $1,081 | $5,313-79.7% | $4,672-76.9% | $4,660-76.8% |
| Participant deferral / active EE | $1,346 | $6,462-79.2% | $5,626-76.1% | $6,688-79.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |