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 | $46,697 | $54,705-14.6% | $71,209-34.4% | $84,808-44.9% |
| Participation rate | 72.0% | 64.1%+7.9pp | 73.8%-1.8pp | 68.3%+3.7pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $168 | $2,158-92.2% | $2,721-93.8% | $2,631-93.6% |
| Participant deferral / active EE | $2,063 | $3,030-31.9% | $4,175-50.6% | $4,212-51.0% |
| Admin fee / account holder | $71 | $4,863-98.5% | $5,349-98.7% | $7,344-99.0% |