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 10-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 | $43,638 | $112,096-61.1% | $95,952-54.5% | $158,922-72.5% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 17.16% | 171.09%-153.9pp | 91.61%-74.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,567 | $4,784-67.2% | $4,167-62.4% | $5,982-73.8% |
| Admin fee / account holder | $215 | $10,130-97.9% | $6,795-96.8% | $11,246-98.1% |