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 | $14,805 | $177,572-91.7% | $154,803-90.4% | $142,382-89.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.26% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $845 | $4,810-82.4% | $4,305-80.4% | $4,299-80.3% |
| Participant deferral / active EE | $3,012 | $6,272-52.0% | $5,540-45.6% | $6,507-53.7% |
| Admin fee / account holder | $247 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |