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 | $166,574 | $160,055+4.1% | $140,016+19.0% | $135,375+23.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 9.49% | 911.38%-901.9pp | 651.12%-641.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $699 | $6,420-89.1% | $5,606-87.5% | $4,779-85.4% |
| Participant deferral / active EE | $4,857 | $7,642-36.4% | $6,927-29.9% | $5,609-13.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |