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 | $41,810 | $157,256-73.4% | $141,162-70.4% | $152,861-72.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 20.36% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,167 | $5,261-58.8% | $4,735-54.2% | $4,762-54.5% |
| Participant deferral / active EE | $2,217 | $7,109-68.8% | $6,709-67.0% | $5,850-62.1% |
| Admin fee / account holder | $64 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |