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 | $46,193 | $136,179-66.1% | $98,755-53.2% | $167,490-72.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 8.32% | 67.53%-59.2pp | 49.91%-41.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,362 | $2,631-48.2% | $2,067-34.1% | $4,837-71.8% |
| Participant deferral / active EE | $126 | $3,716-96.6% | $3,035-95.8% | $6,341-98.0% |
| Admin fee / account holder | $53 | $5,031-98.9% | $4,076-98.7% | $12,309-99.6% |