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 | $18,352 | $80,717-77.3% | $154,803-88.1% | $84,808-78.4% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 28.15% | 37.96%-9.8pp | 58.88%-30.7pp | 40.90%-12.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,320 | $3,303+91.3% | $5,540+14.1% | $4,212+50.1% |
| Admin fee / account holder | $141 | $6,746-97.9% | $14,329-99.0% | $7,344-98.1% |