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 | $47,191 | $177,572-73.4% | $154,803-69.5% | $142,382-66.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 33.78% | 65.07%-31.3pp | 58.88%-25.1pp | 217.08%-183.3pp |
| Employer contribution / active EE | $595 | $4,810-87.6% | $4,305-86.2% | $4,299-86.2% |
| Participant deferral / active EE | $11,865 | $6,272+89.2% | $5,540+114.2% | $6,507+82.3% |
| Admin fee / account holder | $61 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |