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 | $44,027 | $133,922-67.1% | $116,228-62.1% | $142,382-69.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 16.00% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $248 | $3,446-92.8% | $2,994-91.7% | $4,299-94.2% |
| Participant deferral / active EE | $3,718 | $5,672-34.5% | $4,953-24.9% | $6,507-42.9% |
| Admin fee / account holder | $4 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |