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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,604 | $97,757-58.5% | $83,848-51.6% | $135,375-70.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.69% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $843 | $4,222-80.0% | $3,631-76.8% | $4,779-82.4% |
| Participant deferral / active EE | $843 | $4,682-82.0% | $4,082-79.3% | $5,609-85.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |