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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,388 | $138,065-76.5% | $123,544-73.8% | $135,375-76.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.61% | 153.68%-147.1pp | 119.20%-112.6pp | 519.73%-513.1pp |
| Employer contribution / active EE | $474 | $5,151-90.8% | $4,628-89.8% | $4,779-90.1% |
| Participant deferral / active EE | $1,221 | $6,799-82.0% | $6,426-81.0% | $5,609-78.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |