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 | $246,840 | $129,942+90.0% | $104,294+136.7% | $134,475+83.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.19% | 42.03%-55.2pp | 24.61%-37.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $364 | $4,184-91.3% | $3,372-89.2% | $4,740-92.3% |
| Participant deferral / active EE | $260 | $5,588-95.4% | $4,625-94.4% | $6,400-95.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |