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 3-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 | $8,569 | $70,756-87.9% | $65,493-86.9% | $142,382-94.0% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 27.60% | 1754.89%-1727.3pp | 982.45%-954.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,562 | $4,637-1.6% | $3,961+15.2% | $6,507-29.9% |
| Admin fee / account holder | $52 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |