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 | $69,835 | $150,440-53.6% | $136,294-48.8% | $147,584-52.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.89% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,841 | $5,256-26.9% | $4,695-18.2% | $4,876-21.2% |
| Participant deferral / active EE | $600 | $6,630-91.0% | $6,247-90.4% | $5,439-89.0% |
| Admin fee / account holder | -$138 | $10,905-101.3% | $9,243-101.5% | $10,885-101.3% |