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 | $68,677 | $162,781-57.8% | $133,956-48.7% | $158,922-56.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.94% | 41.94%-29.0pp | 45.09%-32.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $389 | $4,975-92.2% | $3,919-90.1% | $4,761-91.8% |
| Participant deferral / active EE | $775 | $5,911-86.9% | $5,048-84.6% | $5,982-87.0% |
| Admin fee / account holder | $104 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |