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 8-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 | $38,355 | $57,354-33.1% | $83,848-54.3% | $64,186-40.2% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $180 | $2,545-92.9% | $3,631-95.1% | $2,381-92.5% |
| Participant deferral / active EE | $387 | $2,993-87.1% | $4,082-90.5% | $3,470-88.8% |
| Admin fee / account holder | $17 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |