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 | $28,078 | $110,257-74.5% | $96,544-70.9% | $139,434-79.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 1.18% | 26.32%-25.1pp | 25.84%-24.7pp | 372.94%-371.8pp |
| Employer contribution / active EE | $4,268 | $3,620+17.9% | $2,965+44.0% | $4,751-10.2% |
| Participant deferral / active EE | $416 | $5,548-92.5% | $4,851-91.4% | $6,710-93.8% |
| Admin fee / account holder | $198 | $11,591-98.3% | $8,252-97.6% | $11,403-98.3% |