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 | $104,798 | $197,591-47.0% | $177,821-41.1% | $158,922-34.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.80% | 58.76%-47.0pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,482 | $6,697-3.2% | $5,918+9.5% | $4,761+36.1% |
| Participant deferral / active EE | $1,312 | $8,405-84.4% | $7,714-83.0% | $5,982-78.1% |
| Admin fee / account holder | $191 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |