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 | $21,749 | $91,037-76.1% | $71,671-69.7% | $147,584-85.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.05% | 20.48%-0.4pp | 20.65%-0.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $911 | $3,327-72.6% | $2,460-63.0% | $4,876-81.3% |
| Participant deferral / active EE | $911 | $4,498-79.7% | $3,438-73.5% | $5,439-83.2% |
| Admin fee / account holder | $50 | $8,613-99.4% | $5,558-99.1% | $10,885-99.5% |