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 | $130,530 | $114,381+14.1% | $107,525+21.4% | $142,382-8.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.44% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $20,000 | $4,015+398.2% | $3,754+432.8% | $4,299+365.2% |
| Participant deferral / active EE | $1,300 | $5,564-76.6% | $5,116-74.6% | $6,507-80.0% |
| Admin fee / account holder | $15 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |