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 | $50,011 | $197,591-74.7% | $177,821-71.9% | $158,922-68.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.84% | 58.76%-33.9pp | 48.32%-23.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,442 | $6,697-78.5% | $5,918-75.6% | $4,761-69.7% |
| Participant deferral / active EE | $13,080 | $8,405+55.6% | $7,714+69.6% | $5,982+118.7% |
| Admin fee / account holder | $130 | $15,399-99.2% | $12,427-99.0% | $11,246-98.8% |