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 | $201,767 | $127,386+58.4% | $115,037+75.4% | $125,391+60.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 5.23% | 31.28%-26.0pp | 26.14%-20.9pp | 282.22%-277.0pp |
| Employer contribution / active EE | $240 | $5,166-95.4% | $4,608-94.8% | $4,866-95.1% |
| Participant deferral / active EE | $300 | $6,423-95.3% | $6,026-95.0% | $5,352-94.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |