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 | $40,415 | $124,319-67.5% | $111,297-63.7% | $167,490-75.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 32.49% | 37.44%-4.9pp | 54.65%-22.2pp | 478.56%-446.1pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $13,615 | $5,180+162.8% | $4,487+203.4% | $6,341+114.7% |
| Admin fee / account holder | $36 | $10,618-99.7% | $7,964-99.5% | $12,309-99.7% |