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 | $74,029 | $74,888-1.1% | $71,209+4.0% | $142,382-48.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 71.25% | 345.14%-273.9pp | 282.51%-211.3pp | 217.08%-145.8pp |
| Employer contribution / active EE | $185 | $2,854-93.5% | $2,721-93.2% | $4,299-95.7% |
| Participant deferral / active EE | $2,340 | $4,454-47.5% | $4,175-44.0% | $6,507-64.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |