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 7-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 | $6,678 | $95,266-93.0% | $82,389-91.9% | $142,382-95.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 18.67% | 25.74%-7.1pp | 28.67%-10.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,430 | $4,809-70.3% | $4,155-65.6% | $6,507-78.0% |
| Admin fee / account holder | $65 | $8,563-99.2% | $7,231-99.1% | $12,624-99.5% |