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 | $87,534 | $76,000+15.2% | $154,107-43.2% | $64,186+36.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.58% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $266 | $3,351-92.1% | $5,298-95.0% | $2,381-88.8% |
| Participant deferral / active EE | $8,119 | $3,175+155.7% | $5,081+59.8% | $3,470+134.0% |
| Admin fee / account holder | $6 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |