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 | $133,938 | $165,335-19.0% | $149,696-10.5% | $158,922-15.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.52% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $547 | $5,103-89.3% | $4,644-88.2% | $4,761-88.5% |
| Participant deferral / active EE | $3,718 | $7,181-48.2% | $6,842-45.7% | $5,982-37.9% |
| Admin fee / account holder | $177 | $10,807-98.4% | $9,309-98.1% | $11,246-98.4% |