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 | $86,267 | $70,606+22.2% | $53,898+60.1% | $142,382-39.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -8.32% | 619.81%-628.1pp | 528.60%-536.9pp | 217.08%-225.4pp |
| Employer contribution / active EE | $163 | $1,202-86.5% | $932-82.6% | $4,299-96.2% |
| Participant deferral / active EE | $216 | $2,364-90.9% | $1,826-88.2% | $6,507-96.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |