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 | $59,551 | $179,726-66.9% | $156,263-61.9% | $142,382-58.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 649.00% | 77.86%+571.1pp | 59.47%+589.5pp | 217.08%+431.9pp |
| Employer contribution / active EE | $831 | $5,069-83.6% | $4,333-80.8% | $4,299-80.7% |
| Participant deferral / active EE | $4,245 | $6,956-39.0% | $6,158-31.1% | $6,507-34.8% |
| Admin fee / account holder | $229 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |