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 | $40,815 | $97,757-58.2% | $83,848-51.3% | $135,375-69.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.56% | 1287.37%-1282.8pp | 850.88%-846.3pp | 519.73%-515.2pp |
| Employer contribution / active EE | $14,176 | $4,222+235.8% | $3,631+290.5% | $4,779+196.7% |
| Participant deferral / active EE | $1,118 | $4,682-76.1% | $4,082-72.6% | $5,609-80.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |