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 10-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 | $41,589 | $57,354-27.5% | $83,848-50.4% | $64,186-35.2% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | -9.66% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $795 | $2,545-68.8% | $3,631-78.1% | $2,381-66.6% |
| Participant deferral / active EE | $813 | $2,993-72.8% | $4,082-80.1% | $3,470-76.6% |
| Admin fee / account holder | $257 | $4,046-93.6% | $5,478-95.3% | $4,888-94.7% |