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 | $81,783 | $77,419+5.6% | $69,455+17.7% | $152,861-46.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 19.35% | 39.06%-19.7pp | 28.97%-9.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,890 | $3,315+17.3% | $2,779+40.0% | $4,762-18.3% |
| Participant deferral / active EE | $484 | $4,414-89.0% | $3,535-86.3% | $5,850-91.7% |
| Admin fee / account holder | $68 | $6,207-98.9% | $3,839-98.2% | $11,596-99.4% |