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 | $147,852 | $150,440-1.7% | $136,294+8.5% | $147,584+0.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.76% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,121 | $5,256-78.7% | $4,695-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $1,750 | $6,630-73.6% | $6,247-72.0% | $5,439-67.8% |
| Admin fee / account holder | $130 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |