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 | $17,316 | $84,696-79.6% | $75,696-77.1% | $167,490-89.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 17.25% | 199.36%-182.1pp | 104.53%-87.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $581 | $3,230-82.0% | $2,743-78.8% | $4,837-88.0% |
| Participant deferral / active EE | $488 | $4,580-89.4% | $3,821-87.2% | $6,341-92.3% |
| Admin fee / account holder | $177 | $5,355-96.7% | $3,619-95.1% | $12,309-98.6% |