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 7-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 | $16,897 | $107,934-84.3% | $91,989-81.6% | $152,861-88.9% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.4%-3.9pp |
| Annual return | 33.97% | 89.24%-55.3pp | 69.02%-35.1pp | 345.32%-311.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,093 | $6,364+27.2% | $5,923+36.6% | $5,850+38.3% |
| Admin fee / account holder | $298 | $10,520-97.2% | $7,743-96.2% | $11,596-97.4% |