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 9-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 | $43,182 | $179,726-76.0% | $156,263-72.4% | $142,382-69.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.29% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $930 | $5,069-81.6% | $4,333-78.5% | $4,299-78.4% |
| Participant deferral / active EE | $3,996 | $6,956-42.6% | $6,158-35.1% | $6,507-38.6% |
| Admin fee / account holder | $231 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |