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 | $90,435 | $112,881-19.9% | $90,951-0.6% | $158,922-43.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 9.36% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $763 | $2,893-73.6% | $2,122-64.0% | $4,761-84.0% |
| Participant deferral / active EE | $837 | $4,128-79.7% | $3,373-75.2% | $5,982-86.0% |
| Admin fee / account holder | $58 | $8,041-99.3% | $5,959-99.0% | $11,246-99.5% |