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 | $23,453 | $210,648-88.9% | $177,989-86.8% | $145,922-83.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.30% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $116 | $4,565-97.5% | $3,949-97.1% | $4,660-97.5% |
| Participant deferral / active EE | $116 | $6,958-98.3% | $6,276-98.2% | $6,688-98.3% |
| Admin fee / account holder | $46 | $12,013-99.6% | $10,363-99.6% | $13,397-99.7% |