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 | $42,094 | $214,378-80.4% | $200,582-79.0% | $142,382-70.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 18.33% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,284 | $6,841-81.2% | $6,419-80.0% | $4,299-70.1% |
| Participant deferral / active EE | $5,364 | $9,865-45.6% | $9,331-42.5% | $6,507-17.6% |
| Admin fee / account holder | $252 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |