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 | $16,684 | $95,862-82.6% | $79,550-79.0% | $134,475-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.71% | -2.69%-14.0pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $776 | $3,128-75.2% | $2,413-67.8% | $4,740-83.6% |
| Participant deferral / active EE | $970 | $4,693-79.3% | $3,985-75.7% | $6,400-84.8% |
| Admin fee / account holder | $104 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |