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 | $32,876 | $138,065-76.2% | $123,544-73.4% | $135,375-75.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.55% | 153.68%-164.2pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $9,066 | $5,151+76.0% | $4,628+95.9% | $4,779+89.7% |
| Participant deferral / active EE | $1,370 | $6,799-79.9% | $6,426-78.7% | $5,609-75.6% |
| Admin fee / account holder | $251 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |