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 4-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 | $24,050 | $106,515-77.4% | $96,683-75.1% | $139,434-82.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.30% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $648 | $4,103-84.2% | $3,737-82.7% | $4,751-86.4% |
| Participant deferral / active EE | $13,672 | $5,454+150.7% | $4,878+180.3% | $6,710+103.7% |
| Admin fee / account holder | $37 | $7,877-99.5% | $6,730-99.5% | $11,403-99.7% |