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 6-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 | $3,786 | $88,751-95.7% | $81,812-95.4% | $145,922-97.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.14% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $300 | $3,083-90.3% | $2,912-89.7% | $4,660-93.6% |
| Participant deferral / active EE | $367 | $4,643-92.1% | $4,319-91.5% | $6,688-94.5% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |