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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,619 | $226,064-89.1% | $182,532-86.5% | $152,861-83.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.98% | 192.51%-175.5pp | 148.54%-131.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $48 | $4,978-99.0% | $4,076-98.8% | $4,762-99.0% |
| Participant deferral / active EE | $1,091 | $6,368-82.9% | $5,524-80.3% | $5,850-81.4% |
| Admin fee / account holder | $90 | $10,703-99.2% | $8,592-98.9% | $11,596-99.2% |