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 | $170,369 | $157,256+8.3% | $141,162+20.7% | $152,861+11.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.63% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,086 | $7,109+41.9% | $6,709+50.3% | $5,850+72.4% |
| Admin fee / account holder | $17 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |