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 9-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 | $28,422 | $89,355-68.2% | $141,162-79.9% | $72,985-61.1% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 57.39% | 111.85%-54.5pp | 71.39%-14.0pp | 81.00%-23.6pp |
| Employer contribution / active EE | $521 | $3,114-83.3% | $4,735-89.0% | $2,440-78.7% |
| Participant deferral / active EE | $11,476 | $5,418+111.8% | $6,709+71.1% | $3,607+218.1% |
| Admin fee / account holder | $173 | $5,958-97.1% | $10,261-98.3% | $5,124-96.6% |