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 | $33,928 | $101,724-66.6% | $164,813-79.4% | $80,856-58.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.83% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $769 | $2,953-74.0% | $4,341-82.3% | $2,755-72.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $178 | $8,227-97.8% | $12,690-98.6% | $6,918-97.4% |