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 | $25,320 | $190,805-86.7% | $159,960-84.2% | $134,475-81.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.17% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $630 | $4,995-87.4% | $4,226-85.1% | $4,740-86.7% |
| Participant deferral / active EE | $3,150 | $6,923-54.5% | $6,182-49.0% | $6,400-50.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |