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 | $36,884 | $171,865-78.5% | $149,718-75.4% | $147,584-75.0% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 12.69% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,189 | $6,275-81.1% | $5,445-78.2% | $4,876-75.6% |
| Participant deferral / active EE | $2,601 | $7,271-64.2% | $6,569-60.4% | $5,439-52.2% |
| Admin fee / account holder | $134 | $13,799-99.0% | $11,283-98.8% | $10,885-98.8% |