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 | $19,363 | $148,534-87.0% | $135,903-85.8% | $139,434-86.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.54% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $452 | $5,243-91.4% | $4,856-90.7% | $4,751-90.5% |
| Participant deferral / active EE | $5,919 | $8,100-26.9% | $7,758-23.7% | $6,710-11.8% |
| Admin fee / account holder | $76 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |