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 7-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 | $31,874 | $57,281-44.4% | $86,612-63.2% | $75,163-57.6% |
| Participation rate | 85.2% | 63.2%+22.0pp | 71.7%+13.5pp | 67.2%+18.0pp |
| Annual return | 35.20% | 2670.75%-2635.5pp | 591.07%-555.9pp | 160.62%-125.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,477 | $3,318+4.8% | $4,438-21.6% | $4,125-15.7% |
| Admin fee / account holder | $166 | $4,112-96.0% | $5,614-97.0% | $5,651-97.1% |