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 5-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 | $27,206 | $167,307-83.7% | $143,757-81.1% | $134,475-79.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.98% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,140 | $5,619-79.7% | $4,951-77.0% | $4,740-75.9% |
| Participant deferral / active EE | $3,057 | $6,446-52.6% | $5,637-45.8% | $6,400-52.2% |
| Admin fee / account holder | $275 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |