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 9-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 | $41,627 | $180,449-76.9% | $154,107-73.0% | $135,375-69.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.01% | 888.09%-902.1pp | 735.12%-749.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $20,426 | $6,035+238.5% | $5,298+285.6% | $4,779+327.4% |
| Participant deferral / active EE | $1,047 | $5,806-82.0% | $5,081-79.4% | $5,609-81.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |