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 | $56,218 | $76,367-26.4% | $93,606-39.9% | $72,985-23.0% |
| Participation rate | 86.0% | 71.7%+14.3pp | 75.8%+10.2pp | 69.5%+16.5pp |
| Annual return | 22.54% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $351 | $2,275-84.6% | $2,718-87.1% | $2,440-85.6% |
| Participant deferral / active EE | $2,864 | $3,538-19.1% | $4,069-29.6% | $3,607-20.6% |
| Admin fee / account holder | $273 | $6,838-96.0% | $7,888-96.5% | $5,124-94.7% |