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 9-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 | $149,224 | $159,602-6.5% | $150,045-0.5% | $142,382+4.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $735 | $4,961-85.2% | $4,693-84.3% | $4,299-82.9% |
| Participant deferral / active EE | $1,452 | $8,310-82.5% | $7,997-81.8% | $6,507-77.7% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |