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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,708 | $135,635-20.6% | $110,238-2.3% | $135,375-20.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -4.36% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $317 | $4,906-93.5% | $3,826-91.7% | $4,779-93.4% |
| Participant deferral / active EE | $360 | $5,506-93.5% | $4,672-92.3% | $5,609-93.6% |
| Admin fee / account holder | $10 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |