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 5-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 | $10,107 | $114,381-91.2% | $107,525-90.6% | $142,382-92.9% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 24.38% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $629 | $4,015-84.3% | $3,754-83.3% | $4,299-85.4% |
| Participant deferral / active EE | $1,658 | $5,564-70.2% | $5,116-67.6% | $6,507-74.5% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |