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 5-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 | $10,138 | $99,877-89.8% | $84,966-88.1% | $145,922-93.1% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 48.59% | 83.76%-35.2pp | 66.38%-17.8pp | 561.29%-512.7pp |
| Employer contribution / active EE | $300 | $3,231-90.7% | $2,727-89.0% | $4,660-93.6% |
| Participant deferral / active EE | $586 | $5,291-88.9% | $4,519-87.0% | $6,688-91.2% |
| Admin fee / account holder | $188 | $7,248-97.4% | $6,149-96.9% | $13,397-98.6% |