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 | $16,477 | $70,669-76.7% | $169,368-90.3% | $75,163-78.1% |
| Participation rate | 95.3% | 64.8%+30.6pp | 77.1%+18.2pp | 67.2%+28.2pp |
| Annual return | 17.62% | 36.36%-18.7pp | 405.60%-388.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $344 | $2,211-84.4% | $4,013-91.4% | $2,670-87.1% |
| Participant deferral / active EE | $1,645 | $4,311-61.8% | $6,221-73.6% | $4,125-60.1% |
| Admin fee / account holder | $45 | $5,402-99.2% | $9,003-99.5% | $5,651-99.2% |