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 | $24,094 | $138,044-82.5% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.07% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $894 | $5,243-82.9% | $4,814-81.4% | $4,740-81.1% |
| Participant deferral / active EE | $2,523 | $7,799-67.6% | $7,446-66.1% | $6,400-60.6% |
| Admin fee / account holder | $26 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |