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 | $18,734 | $72,012-74.0% | $185,823-89.9% | $79,858-76.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.17% | 23.12%-6.9pp | 35.95%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,502 | $1,965+78.2% | $4,087-14.3% | $2,471+41.7% |
| Participant deferral / active EE | $1,085 | $3,779-71.3% | $5,632-80.7% | $3,740-71.0% |
| Admin fee / account holder | $174 | $4,513-96.1% | $9,500-98.2% | $5,306-96.7% |