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 | $67,561 | $95,862-29.5% | $79,550-15.1% | $134,475-49.8% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -14.25% | -2.69%-11.6pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $339 | $3,128-89.2% | $2,413-85.9% | $4,740-92.8% |
| Participant deferral / active EE | $2,109 | $4,693-55.1% | $3,985-47.1% | $6,400-67.0% |
| Admin fee / account holder | $102 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |