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 | $0 | $162,152-100.0% | $162,152-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | -45.36% | 13.40%-58.8pp | 13.01%-58.4pp | 13.91%-59.3pp |
| Employer contribution / active EE | $140,000 | $39,370+255.6% | $35,911+289.9% | $35,282+296.8% |
| Participant deferral / active EE | $0 | $97-100.0% | $91-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $41,846-100.0% |