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 10-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 | $162,549 | $157,256+3.4% | $141,162+15.2% | $152,861+6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -10.35% | 64.32%-74.7pp | 71.39%-81.7pp | 345.32%-355.7pp |
| Employer contribution / active EE | $953 | $5,261-81.9% | $4,735-79.9% | $4,762-80.0% |
| Participant deferral / active EE | $953 | $7,109-86.6% | $6,709-85.8% | $5,850-83.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |