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 10-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 | $22,621 | $77,419-70.8% | $69,455-67.4% | $152,861-85.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 23.52% | 39.06%-15.5pp | 28.97%-5.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,661 | $3,315-49.9% | $2,779-40.2% | $4,762-65.1% |
| Participant deferral / active EE | $118 | $4,414-97.3% | $3,535-96.7% | $5,850-98.0% |
| Admin fee / account holder | $59 | $6,207-99.0% | $3,839-98.5% | $11,596-99.5% |