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 6-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 | $21,877 | $148,534-85.3% | $135,903-83.9% | $139,434-84.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.67% | 79.19%-52.5pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $959 | $5,243-81.7% | $4,856-80.3% | $4,751-79.8% |
| Participant deferral / active EE | $6,394 | $8,100-21.1% | $7,758-17.6% | $6,710-4.7% |
| Admin fee / account holder | $190 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |