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 | $47,783 | $210,408-77.3% | $153,485-68.9% | $145,922-67.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 13.91% | 13.37%+0.5pp | 15.65%-1.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,307 | $6,048-78.4% | $5,039-74.1% | $4,660-71.9% |
| Participant deferral / active EE | $3,593 | $7,975-55.0% | $6,757-46.8% | $6,688-46.3% |
| Admin fee / account holder | $143 | $19,419-99.3% | $12,724-98.9% | $13,397-98.9% |