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 8-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 | $67,691 | $171,865-60.6% | $149,718-54.8% | $147,584-54.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $930 | $6,275-85.2% | $5,445-82.9% | $4,876-80.9% |
| Participant deferral / active EE | $3,261 | $7,271-55.2% | $6,569-50.4% | $5,439-40.0% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |