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 8-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 | $30,839 | $118,849-74.1% | $96,562-68.1% | $167,490-81.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.26% | 50.49%-34.2pp | 37.78%-21.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $359 | $3,120-88.5% | $2,356-84.8% | $4,837-92.6% |
| Participant deferral / active EE | $9,750 | $4,616+111.2% | $3,849+153.3% | $6,341+53.8% |
| Admin fee / account holder | $207 | $8,065-97.4% | $6,181-96.6% | $12,309-98.3% |