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 9-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 | $84,008 | $160,055-47.5% | $140,016-40.0% | $135,375-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.83% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.6pp |
| Employer contribution / active EE | $934 | $6,420-85.4% | $5,606-83.3% | $4,779-80.4% |
| Participant deferral / active EE | $16,333 | $7,642+113.7% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |