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 8-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 | $19,175 | $106,584-82.0% | $101,326-81.1% | $142,382-86.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 7.63% | 36.93%-29.3pp | 36.82%-29.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $855 | $3,956-78.4% | $3,665-76.7% | $4,299-80.1% |
| Participant deferral / active EE | $1,800 | $8,297-78.3% | $7,994-77.5% | $6,507-72.3% |
| Admin fee / account holder | $31 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |