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 | $193,911 | $209,411-7.4% | $178,490+8.6% | $158,922+22.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.22% | 188.75%-170.5pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $636 | $5,706-88.9% | $5,011-87.3% | $4,761-86.6% |
| Participant deferral / active EE | $4,487 | $5,954-24.6% | $5,202-13.7% | $5,982-25.0% |
| Admin fee / account holder | $53 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |