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 | $50,102 | $96,484-48.1% | $75,886-34.0% | $152,861-67.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 23.80% | 33.98%-10.2pp | 30.76%-7.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $423 | $3,309-87.2% | $2,500-83.1% | $4,762-91.1% |
| Participant deferral / active EE | $1,949 | $4,553-57.2% | $3,603-45.9% | $5,850-66.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |