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 | $64,198 | $176,056-63.5% | $159,436-59.7% | $167,490-61.7% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 14.42% | 331.75%-317.3pp | 263.57%-249.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $5,591 | $5,297+5.6% | $4,829+15.8% | $4,837+15.6% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $27 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |