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 | $110,893 | $197,591-43.9% | $177,821-37.6% | $158,922-30.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.80% | 58.76%-53.0pp | 48.32%-42.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,458 | $6,697-63.3% | $5,918-58.5% | $4,761-48.4% |
| Participant deferral / active EE | $2,630 | $8,405-68.7% | $7,714-65.9% | $5,982-56.0% |
| Admin fee / account holder | $22 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |