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 8-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 | $29,412 | $52,681-44.2% | $75,781-61.2% | $59,632-50.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.42% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $588 | $2,193-73.2% | $3,323-82.3% | $2,203-73.3% |
| Participant deferral / active EE | $742 | $2,591-71.4% | $3,651-79.7% | $3,192-76.7% |
| Admin fee / account holder | $147 | $3,610-95.9% | $5,299-97.2% | $4,297-96.6% |