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.
Employer 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 | $52,150 | $97,757-46.7% | $83,848-37.8% | $135,375-61.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -10.03% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $428 | $4,222-89.9% | $3,631-88.2% | $4,779-91.0% |
| Participant deferral / active EE | $3,702 | $4,682-20.9% | $4,082-9.3% | $5,609-34.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |