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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,798 | $117,841-68.8% | $102,423-64.1% | $145,922-74.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.85% | 31.65%-9.8pp | 29.32%-7.5pp | 561.29%-539.4pp |
| Employer contribution / active EE | $4 | $3,615-99.9% | $3,023-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $199 | $5,731-96.5% | $5,053-96.1% | $6,688-97.0% |
| Admin fee / account holder | $92 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |