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 3-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 | $51,915 | $159,901-67.5% | $146,958-64.7% | $145,922-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.07% | 98.13%-99.2pp | 418.34%-419.4pp | 561.29%-562.4pp |
| Employer contribution / active EE | $41,140 | $5,286+678.3% | $4,933+734.0% | $4,660+782.9% |
| Participant deferral / active EE | $388 | $8,428-95.4% | $8,070-95.2% | $6,688-94.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |