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 | $31,502 | $111,724-71.8% | $93,606-66.3% | $145,922-78.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -23.45% | 202.98%-226.4pp | 133.20%-156.6pp | 561.29%-584.7pp |
| Employer contribution / active EE | $586 | $3,090-81.0% | $2,420-75.8% | $4,660-87.4% |
| Participant deferral / active EE | $954 | $4,912-80.6% | $4,411-78.4% | $6,688-85.7% |
| Admin fee / account holder | $5 | $10,250-100.0% | $8,285-99.9% | $13,397-100.0% |