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 | $23,547 | $232,540-89.9% | $185,117-87.3% | $147,584-84.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 28.09% | 43.03%-14.9pp | 40.50%-12.4pp | 578.55%-550.5pp |
| Employer contribution / active EE | $295 | $5,195-94.3% | $4,182-92.9% | $4,876-93.9% |
| Participant deferral / active EE | $9,845 | $5,834+68.8% | $5,045+95.1% | $5,439+81.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |