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 | $11,805 | $142,382-91.7% | $87,989-86.6% | $142,382-91.7% |
| Participation rate | 81.3% | 80.1%+1.1pp | 63.6%+17.7pp | 80.1%+1.1pp |
| Annual return | 17.41% | 217.08%-199.7pp | 15.56%+1.8pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $4,299-100.0% | $3,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,819 | $6,507-56.7% | $6,172-54.3% | $6,507-56.7% |
| Admin fee / account holder | $188 | $12,624-98.5% | $3,281-94.3% | $12,624-98.5% |