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 | $12,095 | $67,331-82.0% | $60,874-80.1% | $134,475-91.0% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.1%+16.4pp | 81.2%+8.3pp |
| Annual return | -15.65% | 49.93%-65.6pp | 16.90%-32.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,509 | $4,538-66.8% | $3,817-60.5% | $6,400-76.4% |
| Admin fee / account holder | $16 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |