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 4-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 | $3,979 | $74,888-94.7% | $71,209-94.4% | $142,382-97.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.85% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $381 | $2,854-86.6% | $2,721-86.0% | $4,299-91.1% |
| Participant deferral / active EE | $905 | $4,454-79.7% | $4,175-78.3% | $6,507-86.1% |
| Admin fee / account holder | $96 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |