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 | $10,331 | $114,381-91.0% | $107,525-90.4% | $142,382-92.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.26% | 242.71%-220.4pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,372 | $5,564-39.4% | $5,116-34.1% | $6,507-48.2% |
| Admin fee / account holder | $56 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |