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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,947 | $71,883-47.2% | $86,677-56.2% | $68,494-44.6% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.2pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $193 | $2,173-91.1% | $2,836-93.2% | $2,596-92.6% |
| Participant deferral / active EE | $3,879 | $3,779+2.7% | $4,656-16.7% | $4,027-3.7% |
| Admin fee / account holder | $294 | $6,112-95.2% | $7,493-96.1% | $5,403-94.5% |