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 | $10,824 | $96,305-88.8% | $80,569-86.6% | $139,434-92.2% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 21.11% | 1350.08%-1329.0pp | 935.43%-914.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,510 | $5,232+5.3% | $4,447+23.9% | $6,710-17.9% |
| Admin fee / account holder | $26 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |