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 | $49,833 | $171,865-71.0% | $149,718-66.7% | $147,584-66.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.21% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,707 | $6,275-72.8% | $5,445-68.6% | $4,876-65.0% |
| Participant deferral / active EE | $906 | $7,271-87.5% | $6,569-86.2% | $5,439-83.3% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |