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 | $19,430 | $88,751-78.1% | $81,812-76.3% | $145,922-86.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $18 | $3,083-99.4% | $2,912-99.4% | $4,660-99.6% |
| Participant deferral / active EE | $2,200 | $4,643-52.6% | $4,319-49.1% | $6,688-67.1% |
| Admin fee / account holder | $251 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |