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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,986 | $67,214-70.3% | $61,491-67.5% | $134,475-85.1% |
| Participation rate | 85.7% | 83.7%+2.0pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -17.12% | -12.08%-5.0pp | -12.98%-4.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,196 | $4,974-76.0% | $4,246-71.8% | $4,740-74.8% |
| Participant deferral / active EE | $1,584 | $6,103-74.0% | $5,188-69.5% | $6,400-75.2% |
| Admin fee / account holder | $100 | $4,610-97.8% | $4,312-97.7% | $11,426-99.1% |