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 | $128,879 | $180,449-28.6% | $154,107-16.4% | $135,375-4.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.89% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $972 | $6,035-83.9% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $6,760 | $5,806+16.4% | $5,081+33.1% | $5,609+20.5% |
| Admin fee / account holder | $108 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |