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 | $245,243 | $183,963+33.3% | $162,163+51.2% | $152,861+60.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.23% | 150.76%-126.5pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,320 | $6,371-79.3% | $5,614-76.5% | $4,762-72.3% |
| Participant deferral / active EE | $12,498 | $8,034+55.6% | $7,298+71.3% | $5,850+113.6% |
| Admin fee / account holder | $274 | $13,121-97.9% | $10,843-97.5% | $11,596-97.6% |