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 3-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 | $157,689 | $80,724+95.3% | $103,333+52.6% | $74,495+111.7% |
| Participation rate | 94.7% | 65.7%+29.1pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 82.33% | 27.56%+54.8pp | 24.88%+57.4pp | 1364.94%-1282.6pp |
| Employer contribution / active EE | $480 | $3,157-84.8% | $3,868-87.6% | $2,623-81.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $232 | $2,368-90.2% | $8,355-97.2% | $1,942-88.1% |