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 | $109,684 | $84,696+29.5% | $75,696+44.9% | $167,490-34.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.8%+18.9pp | 82.1%+11.6pp |
| Annual return | 12.35% | 199.36%-187.0pp | 104.53%-92.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,372 | $4,580-70.1% | $3,821-64.1% | $6,341-78.4% |
| Admin fee / account holder | $2 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |