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 | $65,147 | $183,963-64.6% | $162,163-59.8% | $152,861-57.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 7.97% | 150.76%-142.8pp | 115.59%-107.6pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,891 | $6,371-70.3% | $5,614-66.3% | $4,762-60.3% |
| Participant deferral / active EE | $2,197 | $8,034-72.7% | $7,298-69.9% | $5,850-62.4% |
| Admin fee / account holder | $9 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |