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 | $8,390 | $90,348-90.7% | $75,972-89.0% | $145,922-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.24% | 620.88%-606.6pp | 359.55%-345.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $35 | $3,311-98.9% | $2,685-98.7% | $4,660-99.2% |
| Participant deferral / active EE | $77 | $5,162-98.5% | $4,255-98.2% | $6,688-98.8% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |