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 6-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 | $202,666 | $78,672+157.6% | $109,143+85.7% | $85,850+136.1% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 72.83% | 25.09%+47.7pp | 25.75%+47.1pp | 318.53%-245.7pp |
| Employer contribution / active EE | $427 | $2,735-84.4% | $3,722-88.5% | $2,565-83.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $117 | $5,469-97.9% | $6,752-98.3% | $6,260-98.1% |