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 | $30,974 | $201,272-84.6% | $184,203-83.2% | $145,922-78.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.63% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,401 | $7,022-80.1% | $6,427-78.2% | $4,660-69.9% |
| Participant deferral / active EE | $3,932 | $9,806-59.9% | $9,131-56.9% | $6,688-41.2% |
| Admin fee / account holder | $145 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |