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 | $61,647 | $181,894-66.1% | $156,549-60.6% | $273,961-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 66.43% | 30.74%+35.7pp | 32.23%+34.2pp | 41.45%+25.0pp |
| Employer contribution / active EE | $1,083 | $6,248-82.7% | $5,501-80.3% | $4,869-77.8% |
| Participant deferral / active EE | $3,298 | $5,550-40.6% | $4,871-32.3% | $5,287-37.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |