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 | $36,842 | $99,985-63.2% | $146,665-74.9% | $85,850-57.1% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 1.30% | 18.93%-17.6pp | 22.74%-21.4pp | 318.53%-317.2pp |
| Employer contribution / active EE | $881 | $2,559-65.6% | $4,136-78.7% | $2,565-65.7% |
| Participant deferral / active EE | $1,648 | $4,006-58.9% | $5,506-70.1% | $3,952-58.3% |
| Admin fee / account holder | $256 | $7,702-96.7% | $10,280-97.5% | $6,260-95.9% |