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 | $87,270 | $147,727-40.9% | $115,756-24.6% | $134,475-35.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -7.99% | 73.96%-81.9pp | 143.14%-151.1pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,714 | $4,713-63.6% | $3,793-54.8% | $4,740-63.8% |
| Participant deferral / active EE | $1,822 | $7,563-75.9% | $6,254-70.9% | $6,400-71.5% |
| Admin fee / account holder | $13 | $14,571-99.9% | $8,124-99.8% | $11,426-99.9% |