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.
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 | $35,898 | $65,409-45.1% | $98,442-63.5% | $85,850-58.2% |
| Participation rate | 83.6% | 65.0%+18.6pp | 73.3%+10.3pp | 69.3%+14.3pp |
| Annual return | 4.90% | 21.76%-16.9pp | 1492.73%-1487.8pp | 318.53%-313.6pp |
| Employer contribution / active EE | $1,240 | $2,168-42.8% | $2,960-58.1% | $2,565-51.7% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $147 | $4,593-96.8% | $5,949-97.5% | $6,260-97.6% |