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 | $35,975 | $49,280-27.0% | $67,313-46.6% | $64,186-44.0% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -5.86% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,056 | $2,484-17.2% | $3,568-42.4% | $3,470-40.7% |
| Admin fee / account holder | $49 | $3,863-98.7% | $4,507-98.9% | $4,888-99.0% |