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 5-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 | $74,014 | $65,703+12.6% | $94,224-21.4% | $59,632+24.1% |
| Participation rate | 96.6% | 72.1%+24.4pp | 78.8%+17.8pp | 68.7%+27.9pp |
| Annual return | -3.72% | 5.22%-8.9pp | 10.68%-14.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $8,631 | $2,021+327.2% | $3,587+140.6% | $2,203+291.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18 | $4,264-99.6% | $6,269-99.7% | $4,297-99.6% |