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 6-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 | $10,854 | $109,817-90.1% | $98,442-89.0% | $167,490-93.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 21.48% | 1956.69%-1935.2pp | 1492.73%-1471.2pp | 478.56%-457.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,130 | $4,673+9.8% | $4,276+20.0% | $6,341-19.1% |
| Admin fee / account holder | $45 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |