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 | $249,140 | $369,484-32.6% | $303,047-17.8% | $357,791-30.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 11.56% | 0.42%+11.1pp | 2.47%+9.1pp | 396.79%-385.2pp |
| Employer contribution / active EE | $1,068 | $9,025-88.2% | $7,418-85.6% | $7,508-85.8% |
| Participant deferral / active EE | $11,468 | $5,439+110.8% | $5,070+126.2% | $5,521+107.7% |
| Admin fee / account holder | $0 | $49,137-100.0% | $39,333-100.0% | $28,387-100.0% |