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 | $97,665 | $110,261-11.4% | $95,745+2.0% | $139,434-30.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | -45.52% | 27.11%-72.6pp | 28.35%-73.9pp | 372.94%-418.5pp |
| Employer contribution / active EE | $496 | $3,257-84.8% | $2,835-82.5% | $4,751-89.6% |
| Participant deferral / active EE | $496 | $4,676-89.4% | $4,245-88.3% | $6,710-92.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |