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 | $93,683 | $76,738+22.1% | $56,411+66.1% | $145,922-35.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -11.28% | 2994.23%-3005.5pp | 1701.33%-1712.6pp | 561.29%-572.6pp |
| Employer contribution / active EE | $171 | $1,380-87.6% | $1,039-83.5% | $4,660-96.3% |
| Participant deferral / active EE | $171 | $2,623-93.5% | $1,952-91.2% | $6,688-97.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |