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 | $31,833 | $202,318-84.3% | $172,739-81.6% | $152,861-79.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 17.99% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $452 | $5,856-92.3% | $5,143-91.2% | $4,762-90.5% |
| Participant deferral / active EE | $2,328 | $5,948-60.9% | $5,198-55.2% | $5,850-60.2% |
| Admin fee / account holder | $174 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |