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 | $35,405 | $82,664-57.2% | $125,339-71.8% | $68,494-48.3% |
| Participation rate | 70.5% | 75.0%-4.6pp | 82.4%-11.9pp | 67.9%+2.6pp |
| Annual return | -15.51% | -5.97%-9.5pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,167 | $3,381-65.5% | $4,814-75.8% | $2,596-55.1% |
| Participant deferral / active EE | $1,608 | $6,110-73.7% | $7,446-78.4% | $4,027-60.1% |
| Admin fee / account holder | $300 | $6,275-95.2% | $10,010-97.0% | $5,403-94.5% |