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 | $13,033 | $177,572-92.7% | $154,803-91.6% | $142,382-90.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 23.81% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $304 | $4,810-93.7% | $4,305-93.0% | $4,299-92.9% |
| Participant deferral / active EE | $2,288 | $6,272-63.5% | $5,540-58.7% | $6,507-64.8% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |