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 5-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 | $16,913 | $95,561-82.3% | $77,163-78.1% | $139,434-87.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 26.38% | 54.92%-28.5pp | 37.87%-11.5pp | 372.94%-346.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,659 | $4,624+44.0% | $3,833+73.7% | $6,710-0.8% |
| Admin fee / account holder | $30 | $8,295-99.6% | $5,472-99.5% | $11,403-99.7% |