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 | $18,176 | $106,584-82.9% | $101,326-82.1% | $142,382-87.2% |
| Participation rate | 79.2% | 82.7%-3.5pp | 81.5%-2.3pp | 80.1%-1.0pp |
| Annual return | 24.66% | 36.93%-12.3pp | 36.82%-12.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,157 | $8,297-37.8% | $7,994-35.5% | $6,507-20.7% |
| Admin fee / account holder | $227 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |