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 | $66,904 | $198,466-66.3% | $170,442-60.7% | $147,584-54.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.09% | 257.29%-252.2pp | 205.93%-200.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,699 | $6,184-72.5% | $5,433-68.7% | $4,876-65.2% |
| Participant deferral / active EE | $1,807 | $5,629-67.9% | $4,939-63.4% | $5,439-66.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |