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 4-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 | $108,378 | $152,509-28.9% | $117,472-7.7% | $134,475-19.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.80% | 52.99%-68.8pp | 29.74%-45.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $91 | $5,571-98.4% | $4,176-97.8% | $4,740-98.1% |
| Participant deferral / active EE | $3,297 | $4,818-31.6% | $4,070-19.0% | $6,400-48.5% |
| Admin fee / account holder | $120 | $7,004-98.3% | $5,645-97.9% | $11,426-98.9% |