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 | $8,208 | $104,974-92.2% | $95,585-91.4% | $142,382-94.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 14.94% | 210.33%-195.4pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,188 | $4,352-72.7% | $4,023-70.5% | $6,507-81.7% |
| Admin fee / account holder | $52 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |