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 4-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 | $81,134 | $145,922-44.4% | $63,995+26.8% | $145,922-44.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 68.5%+31.5pp | 80.3%+19.7pp |
| Annual return | 19.03% | 561.29%-542.3pp | 14.87%+4.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $0 | $4,660-100.0% | $2,764-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $17,450 | $6,688+160.9% | $5,480+218.4% | $6,688+160.9% |
| Admin fee / account holder | $0 | $13,397-100.0% | $3,949-100.0% | $13,397-100.0% |