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 | $32,377 | $99,341-67.4% | $84,750-61.8% | $273,961-88.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.65% | 22.93%-19.3pp | 22.78%-19.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $183 | $4,214-95.6% | $3,574-94.9% | $4,869-96.2% |
| Participant deferral / active EE | $233 | $4,269-94.5% | $3,712-93.7% | $5,287-95.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |