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 | $15,958 | $40,256-60.4% | $57,343-72.2% | $59,632-73.2% |
| Participation rate | 71.9% | 69.2%+2.7pp | 75.1%-3.2pp | 68.7%+3.2pp |
| Annual return | 0.83% | 27.49%-26.7pp | 24.39%-23.6pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,855 | $2,399+19.0% | $3,162-9.7% | $3,192-10.6% |
| Admin fee / account holder | $222 | $2,818-92.1% | $3,356-93.4% | $4,297-94.8% |