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 | $20,829 | $106,543-80.5% | $91,220-77.2% | $134,475-84.5% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -15.34% | 160.60%-175.9pp | 114.01%-129.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,570 | $4,719+124.0% | $4,234+149.7% | $6,400+65.2% |
| Admin fee / account holder | $286 | $6,231-95.4% | $5,420-94.7% | $11,426-97.5% |