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 | $53,264 | $45,566+16.9% | $64,105-16.9% | $59,632-10.7% |
| Participation rate | 74.4% | 60.2%+14.3pp | 68.2%+6.2pp | 68.7%+5.7pp |
| Annual return | 1.11% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $42 | $934-95.5% | $1,820-97.7% | $2,203-98.1% |
| Participant deferral / active EE | $4,377 | $2,057+112.8% | $2,822+55.1% | $3,192+37.1% |
| Admin fee / account holder | $264 | $3,268-91.9% | $4,499-94.1% | $4,297-93.9% |