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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,098 | $67,331-79.1% | $60,874-76.8% | $134,475-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.57% | 49.93%-63.5pp | 16.90%-30.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $234 | $3,096-92.4% | $2,701-91.3% | $4,740-95.1% |
| Participant deferral / active EE | $249 | $4,538-94.5% | $3,817-93.5% | $6,400-96.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |