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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,311 | $209,411-84.6% | $178,490-81.9% | $158,922-79.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.75% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,211 | $5,706-61.2% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $193 | $5,954-96.8% | $5,202-96.3% | $5,982-96.8% |
| Admin fee / account holder | $95 | $17,074-99.4% | $13,984-99.3% | $11,246-99.2% |