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 6-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 | $10,771 | $84,402-87.2% | $61,373-82.4% | $134,475-92.0% |
| Participation rate | 73.9% | 62.2%+11.7pp | 52.6%+21.3pp | 81.2%-7.3pp |
| Annual return | -17.67% | 584.55%-602.2pp | 338.61%-356.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,155 | $2,819-59.0% | $2,125-45.6% | $6,400-82.0% |
| Admin fee / account holder | $16 | $2,585-99.4% | $2,130-99.3% | $11,426-99.9% |