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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,253 | $99,032-67.4% | $80,019-59.7% | $135,375-76.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -13.01% | 15.39%-28.4pp | 11.22%-24.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $808 | $3,043-73.5% | $2,468-67.3% | $4,779-83.1% |
| Participant deferral / active EE | $1,120 | $4,282-73.8% | $3,686-69.6% | $5,609-80.0% |
| Admin fee / account holder | $5 | $10,436-100.0% | $6,521-99.9% | $10,827-100.0% |