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 | $75,242 | $135,952-44.7% | $123,892-39.3% | $273,961-72.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 39.89% | 56.63%-16.7pp | 47.52%-7.6pp | 41.45%-1.6pp |
| Employer contribution / active EE | $1,160 | $5,170-77.6% | $4,617-74.9% | $4,869-76.2% |
| Participant deferral / active EE | $1,685 | $6,343-73.4% | $5,984-71.8% | $5,287-68.1% |
| Admin fee / account holder | -$5,247 | $9,817-153.5% | $8,357-162.8% | $10,132-151.8% |