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 | $22,346 | $112,881-80.2% | $90,951-75.4% | $158,922-85.9% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 20.50% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $242 | $2,893-91.6% | $2,122-88.6% | $4,761-94.9% |
| Participant deferral / active EE | $1,210 | $4,128-70.7% | $3,373-64.1% | $5,982-79.8% |
| Admin fee / account holder | $71 | $8,041-99.1% | $5,959-98.8% | $11,246-99.4% |