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 3-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 | $14,759 | $74,888-80.3% | $71,209-79.3% | $142,382-89.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 23.91% | 345.14%-321.2pp | 282.51%-258.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $186 | $2,854-93.5% | $2,721-93.2% | $4,299-95.7% |
| Participant deferral / active EE | $11,874 | $4,454+166.6% | $4,175+184.4% | $6,507+82.5% |
| Admin fee / account holder | $51 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |