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.
Employer 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 | $48,331 | $202,318-76.1% | $172,739-72.0% | $152,861-68.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.18% | 1029.65%-1018.5pp | 802.84%-791.7pp | 345.32%-334.1pp |
| Employer contribution / active EE | $779 | $5,856-86.7% | $5,143-84.8% | $4,762-83.6% |
| Participant deferral / active EE | $2,598 | $5,948-56.3% | $5,198-50.0% | $5,850-55.6% |
| Admin fee / account holder | $112 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |