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 | $37,864 | $109,982-65.6% | $97,226-61.1% | $145,922-74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.40% | 242.90%-233.5pp | 75.13%-65.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,056 | $4,676+8.1% | $4,264+18.6% | $6,688-24.4% |
| Admin fee / account holder | $201 | $6,221-96.8% | $5,654-96.5% | $13,397-98.5% |