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 | $51,966 | $179,726-71.1% | $156,263-66.7% | $142,382-63.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.10% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $77 | $5,069-98.5% | $4,333-98.2% | $4,299-98.2% |
| Participant deferral / active EE | $77 | $6,956-98.9% | $6,158-98.7% | $6,507-98.8% |
| Admin fee / account holder | $115 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |