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 | $184,671 | $167,307+10.4% | $143,757+28.5% | $134,475+37.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.93% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $671 | $5,619-88.1% | $4,951-86.5% | $4,740-85.8% |
| Participant deferral / active EE | $738 | $6,446-88.6% | $5,637-86.9% | $6,400-88.5% |
| Admin fee / account holder | $10 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |