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 4-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.
Employer 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 | $22,537 | $175,202-87.1% | $149,673-84.9% | $139,434-83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.72% | 166.71%-159.0pp | 134.42%-126.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $686 | $5,474-87.5% | $4,818-85.8% | $4,751-85.6% |
| Participant deferral / active EE | $9,204 | $6,519+41.2% | $5,680+62.0% | $6,710+37.2% |
| Admin fee / account holder | $259 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |