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 | $74,488 | $197,591-62.3% | $177,821-58.1% | $158,922-53.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 25.69% | 58.76%-33.1pp | 48.32%-22.6pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,184 | $6,697-82.3% | $5,918-80.0% | $4,761-75.1% |
| Participant deferral / active EE | $5,187 | $8,405-38.3% | $7,714-32.8% | $5,982-13.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |