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 | $37,919 | $135,952-72.1% | $123,892-69.4% | $273,961-86.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $609 | $5,170-88.2% | $4,617-86.8% | $4,869-87.5% |
| Participant deferral / active EE | $5,146 | $6,343-18.9% | $5,984-14.0% | $5,287-2.7% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |