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 | $122,506 | $92,222+32.8% | $76,768+59.6% | $135,375-9.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $565 | $3,216-82.4% | $2,485-77.3% | $4,779-88.2% |
| Participant deferral / active EE | $5,434 | $4,509+20.5% | $3,852+41.1% | $5,609-3.1% |
| Admin fee / account holder | $202 | $10,748-98.1% | $6,675-97.0% | $10,827-98.1% |