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 | $140,162 | $209,411-33.1% | $178,490-21.5% | $158,922-11.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.84% | 188.75%-164.9pp | 151.07%-127.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,059 | $5,706-81.4% | $5,011-78.9% | $4,761-77.8% |
| Participant deferral / active EE | $2,542 | $5,954-57.3% | $5,202-51.1% | $5,982-57.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |