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 6-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 | $9,882 | $100,852-90.2% | $90,404-89.1% | $158,922-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 43.96% | 1724.20%-1680.2pp | 1293.02%-1249.1pp | 302.83%-258.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,350 | $4,348+23.1% | $3,963+35.0% | $5,982-10.6% |
| Admin fee / account holder | $31 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |