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 | $25,100 | $124,319-79.8% | $111,297-77.4% | $167,490-85.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 18.42% | 37.44%-19.0pp | 54.65%-36.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $805 | $3,435-76.6% | $2,731-70.5% | $4,837-83.4% |
| Participant deferral / active EE | $913 | $5,180-82.4% | $4,487-79.7% | $6,341-85.6% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |