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 9-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 | $49,281 | $117,841-58.2% | $102,423-51.9% | $145,922-66.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.89% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $711 | $3,615-80.3% | $3,023-76.5% | $4,660-84.7% |
| Participant deferral / active EE | $2,118 | $5,731-63.0% | $5,053-58.1% | $6,688-68.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |