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 | $28,128 | $75,828-62.9% | $147,614-80.9% | $59,632-52.8% |
| Participation rate | 74.5% | 71.6%+2.9pp | 84.6%-10.2pp | 68.7%+5.8pp |
| Annual return | 3.29% | 0.37%+2.9pp | 61.98%-58.7pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,688 | $3,130-14.1% | $4,895-45.1% | $3,192-15.8% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |