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 | $21,928 | $69,518-68.5% | $59,878-63.4% | $135,375-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.31% | 7.94%+1.4pp | 3.46%+5.8pp | 519.73%-510.4pp |
| Employer contribution / active EE | $257 | $3,235-92.0% | $2,722-90.5% | $4,779-94.6% |
| Participant deferral / active EE | $3,388 | $4,206-19.4% | $3,402-0.4% | $5,609-39.6% |
| Admin fee / account holder | $276 | $5,734-95.2% | $3,590-92.3% | $10,827-97.4% |