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 | $57,244 | $97,757-41.4% | $83,848-31.7% | $135,375-57.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.13% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $650 | $4,222-84.6% | $3,631-82.1% | $4,779-86.4% |
| Participant deferral / active EE | $650 | $4,682-86.1% | $4,082-84.1% | $5,609-88.4% |
| Admin fee / account holder | $50 | $6,674-99.3% | $5,478-99.1% | $10,827-99.5% |