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 | $13,939 | $133,958-89.6% | $112,228-87.6% | $134,475-89.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.26% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $704 | $4,038-82.6% | $3,635-80.6% | $4,740-85.1% |
| Participant deferral / active EE | $1,707 | $5,291-67.7% | $4,728-63.9% | $6,400-73.3% |
| Admin fee / account holder | $59 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |