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 9-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 | $14,671 | $109,327-86.6% | $89,391-83.6% | $158,922-90.8% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.0%+26.5pp | 82.0%+12.5pp |
| Annual return | 25.08% | 345.68%-320.6pp | 245.62%-220.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,090 | $4,598+10.7% | $3,890+30.8% | $5,982-14.9% |
| Admin fee / account holder | $239 | $6,153-96.1% | $4,881-95.1% | $11,246-97.9% |