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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,862 | $167,484-18.9% | $151,611-10.4% | $134,475+1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.94% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $470 | $6,829-93.1% | $6,166-92.4% | $4,740-90.1% |
| Participant deferral / active EE | $10,260 | $8,986+14.2% | $8,363+22.7% | $6,400+60.3% |
| Admin fee / account holder | $244 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |