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 | $40,033 | $162,781-75.4% | $133,956-70.1% | $158,922-74.8% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 14.72% | 41.94%-27.2pp | 45.09%-30.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $187 | $4,975-96.2% | $3,919-95.2% | $4,761-96.1% |
| Participant deferral / active EE | $2,117 | $5,911-64.2% | $5,048-58.1% | $5,982-64.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |